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Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG [email protected] 651-282-4980, DSN 825-4980 Modified by Bill Harrison [email protected] DTMS Training Analyst

Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG [email protected] 651-282-4980, DSN 825-4980 Modified

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Page 1: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Exporting Reports from DTMS into Outlook

Original by Steve KarnaState DTMS Administrator

MN [email protected]

651-282-4980, DSN 825-4980Modified by Bill Harrison

[email protected] Training Analyst

Page 2: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Your first step is to run a report for the events that you want to bring into your Outlook calendar.

In this example I am running the Major Training report.

Page 3: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Select the data you want, as a minimum select: Event Name, Start Date, End Date, and Location.

Then click on “Select Fields”

Page 4: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

On the second page of the report request you can query the data, or

leave blank.

Page 5: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

In your options area select “HTML” as your filetype.

Remember when you get ready to export this data you have to keep the Ctrl key held down until the save window opens.

Page 6: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Copy/paste data into Excel

Page 7: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Save as type: Excel 97-2003 Workbookthen Save as type: (CSV comma delimited)

Page 8: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Now we need to go to our Outlook Calendar area.

OK, if you do not want this data to overwhelm your personal calendar I recommend you make a new calendar. Go to file, New, Calendar and you should get this box

Give your new calendar a name and click on OK

Page 9: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

You should see your new calendar in your margin

Page 10: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Now while you are still in Outlook Calendars click on File, Import and Export and the window below should open up.

Leave the default of “Import from another program or file” and click next.

Page 11: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Highlight “Comma Separated Values (Windows) and click next

You now have to browse to where you saved that CSV file by clicking on the Browse button

Page 12: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Browse to the folder and select the file and click on OK

Page 13: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

After your first import into this calendar do not forget to select “Do not import duplicate Items” radio button for future imports before clicking on next.

Page 14: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Select the calendar you want to import the data to and click on next

Page 15: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Ensure the block to the left of the file is checked and then click on Map custom fields

You now have the option to direct the data to the fields as you want. Follow the directions in the window to complete. When ready click on OK.

Page 16: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Click on finish to import the data

Page 17: Exporting Reports from DTMS into Outlook Original by Steve Karna State DTMS Administrator MN ARNG steve.karna@us.army.mil 651-282-4980, DSN 825-4980 Modified

Check the block to view your calendar you just imported the data to and you should see your events in the Outlook calendar you created.