[StoneDog]

I am exporting some data to run some demographic analysis and wondering if it is possible to export some of the data from the 'File Properties' pop-up. I don't see any field codes for them listed in the options of the export tool, but would like to export some of the info such as Client Status, EFILE Status, CRA Errors, 2139, etc. Do they have field codes we can enter manually, or is there any other way to gather this information?

Thanks,
Mike

[D Jarrett]

StoneDog, on 15 April 2010 - 11:43 AM, said:

I am exporting some data to run some demographic analysis and wondering if it is possible to export some of the data from the 'File Properties' pop-up. I don't see any field codes for them listed in the options of the export tool, but would like to export some of the info such as Client Status, EFILE Status, CRA Errors, 2139, etc. Do they have field codes we can enter manually, or is there any other way to gather this information?

Thanks,
Mike

Hey Mike, I believe they are clientstatus, efilestatus and I'm not sure about the others. Carl will probably know.

[StoneDog]

Perfect. Just tested those and they work great. Is there a list of all Field Codes available? Doesn't have to be pretty, just something to reference when running these exports.

Thanks for the quick reply. Sounds cheesy, but made my day that this information is available. I can have a complete database to do this analysis it looks like. No to really push my luck, to see when my busy times are, is the date information available (created, modified, e-filed, etc.)?

Thanks,
Mike

[Lee@Intuit]

Mike, are you comfortable writing excel macros and/or working in C#? The easiest way to find out what is available is to use one of these tools to browse the list of available data using our SDK.

We have some examples in Excel and C# we can give you that will help. You can then simply use that to look up fields or you could add on to that to build the app you need.

-Lee

[StoneDog]

Lee@Intuit, on 16 April 2010 - 10:05 AM, said:

Mike, are you comfortable writing excel macros and/or working in C#? The easiest way to find out what is available is to use one of these tools to browse the list of available data using our SDK.

We have some examples in Excel and C# we can give you that will help. You can then simply use that to look up fields or you could add on to that to build the app you need.

-Lee

That would work well, I personally have limited experience with excel macros and C#, but I do have some staff who would be more fluent with them. How would I go about obtaining these examples?

If it was too complicated, I do have the basic Field Code info I needed from the previous post. It is just a bonus if I am able to gather creation date, etc...

Thanks for all you help, first time using the forums, but I must say it is very helpful, even just reading through some of the previous posts have been enjoyable.

Thanks,
Mike

[Lee@Intuit]

The first set is located here for download:

http://anon.intuit-c...SDK_English.zip

This is our standard starter kit which provides several examples in Excel. You'll need to activate the developer tab in Excel and then view the code in VB inside the workbook.

There are other examples in C# that we have in-house. I could arrange to get you the source code for those. After you take a look at our starter kit, if you would like the C# stuff just let me know and we'll set something up.

-Lee

[StoneDog]

That is a much easier method of gathering data, but still running into my little roadblock. It seems to contain the same selection of fields the Profile Export uses. I was looking for the field codes to the information in the 'File Properties' such as Client Status, Efile Status (which D Jarrett was able to provide above) but would like those codes for the other items like Creation Date, Efile Date, 2139, etc.

The C# stuff will be over my head, but if it contains the full list of Field Codes I wouldn't mind taking a look through the code to complete my export.

Thanks,
Mike

[Dave@Intuit]

StoneDog, on 16 April 2010 - 12:19 PM, said:

That is a much easier method of gathering data, but still running into my little roadblock. It seems to contain the same selection of fields the Profile Export uses. I was looking for the field codes to the information in the 'File Properties' such as Client Status, Efile Status (which D Jarrett was able to provide above) but would like those codes for the other items like Creation Date, Efile Date, 2139, etc.

The C# stuff will be over my head, but if it contains the full list of Field Codes I wouldn't mind taking a look through the code to complete my export.

Thanks,
Mike

Hey Mike, if you try using the "Profiler" tool included in the SDK sample, there's a checkbox for "History" that will return the list of items that you see in the "File | Properties" dialog. The rest of the stuff in there is accessible, but not through field codes. In any one of the Excel samples, open the Visual Basic Editor and find the button for the Object Browser (I think it's F2, and the VBE button is accessible through the Developer tab in Excel 2007). The Object Browser will let see all of the properties and methods available through our SDK (hint: check the items available for the Client objects e.g. T2009T1Client).

There's a TON of stuff accessible through the SDK, and the code in the samples provided shows you how to get to all of it :)

Hope that helps!
Dave@Intuit

[StoneDog]

I see the data there now, as mentioned I don't have a lot of Macro experience. I must have one a little older though as my latest T200XT1Client is 2007. I will have my excel guy take a look at these examples and figure out what we need to gather our information.

Thanks
Mike

[Lee@Intuit]

Best of luck, Mike! Let us know if you get stuck on anything.

-Lee