Registry CSV Files (sys-csv)


This registry entry applies to user-defined reports (generated in Data-Basics’ customer report writer) only. It enables you to

Specify the spreadsheet file format (delimiter and text qualifier options)

Specify a path for the comma separated value files generated by clicking the CSV button on the record list view screens. This feature is designed to control access onto network drives.

Automatically launch an application (such as Microsoft Excel) what a CSV file is created.

Suppress report header from the files

Testing Your Registry Entries:
The system does not verify the validity of registry entries. Be sure to test your registry entries after completing them to verify that they are functioning correctly.

Setting Values are Uppercase-Lowercase Sensitive:
The Setting Value is case-sensitive: be sure that you enter the value exactly as specified in the documentation. If the documentation specifies a value of true, do NOT enter True or TRUE.

Important Fields:

The Id of the Registry Entry must conform to one of the following formats:


sys-csv--userid (if Branches are not implemented on your system)

sys-csv-branchid (for all users in a Branch, unless overridden by first format)




The first format enables you to specify the parameter defaults by branch id and (optionally) user. If this entry is specific to a user, the branch must be specified if a user belongs to a branch.

If branches are not implemented, two dashes (not separated by a space) must precede the user id (as shown in the second option).

The third format enables you to specify defaults by branch id.

The fourth format enables you to specify defaults by security id.

The fifth format pertains to the User Group Id in the User’s parent record (in the upper portion of the User record). You might want to implement this functionality to restrict the access of certain user groups to specific fields in a viewer, or to not display specific viewer tabs.

The last format would apply to all users unless another registry entry was created for their security or branch/user id.

Optional but recommended for describing what this entry is used for.

File Format Options:

These options enable you to set the global default delimiter and text qualifier characters for all spreadsheet (CSV) files generated by system. To override these values for a specific report, they may be set in the sys-report-reportid registry entry.

Setting Key: delimiter Setting Value: character

where character is replaced by:

 tab (for tab-delimited files)

 comma (the default)



 any other character (e.g., :)

Setting Key: textqualifier Setting Value: value

where value is replaced by:

 doublequote (the default)



Setting Key: includeHeading Setting Value: N

By default, reports output to the spreadsheet format will both include data and header lines. This option enables you to include only the first page header and data in your CSV files.

Directory Location Options:

These options may be used independently or both options may be included in the same registry entry. The following format is used to define the location on a local hard drive that the CSV file should be saved. If the system finds a value for 'dir', the user is NOT prompted for the file location. If a 'dir' is not specified, a browser will appear so that the user may select a drive and directory to save the file to.

 Setting Key: dir Setting Value: pathname

Where pathname specifies the drive and directory the file should be saved to (e.g., dir=c:\csvfiles where csvfiles is a directory on the user's local hard drive). If this directory does not exist it will be created (as long as the preceding elements of the path exist).

To create a network drive repository for CSV files for all users, create a parent directory on the network drive and them use the directory location option as follows:

 Setting Key: dir Setting Value: n:\parentdirectory\^userid^

In this case, you would replace n with your network drive designation, and parentdirectory with the name of the directory you created. (Note that the caret character ^ is found on the 6 key of most keyboards).

For example, if you created a directory named csvfiles on your network drive h, your registry entry would use the following format: Setting Key: dir Setting Value: h:\csvfiles\^userid^

When a user (with the user id of jsmith) created a csv file for the first time, the system would make the directory h:\csvfiles\jsmith and save the file in that directory.

Tip: The network drive must use the same name for all users in order for this option to work correctly.

Application Launch Option:

The following format is used to define an application to be launched when the CSV file is saved:

Setting Key: app Setting Value: applicationname

Where applicationname specifies the complete filename of application that is to be launched (e.g., C:\Program Files\Microsoft Office\Office\EXCEL.EXE). If the system finds a value for 'app', the application is launched automatically as soon as the user acknowledges the 'file successfully created' dialogue box.