Exporting to Pivot

View - Status

You can export several reports to Microsoft Excel, where they will be inserted into a Pivot table. You can choose between:

Export of Sales Data to Pivot in Excel
Export of Purchasing Data to Pivot in Excel
Export of Financial Data to Pivot in Excel

Pivot tables may seem complicated, but as soon as you master the technique, there are countless opportunities. You can compile all kinds of the category combinations that you find in Mamut Software Ltd, providing you with the output you need for your company.

The export is carried out by the help of a wizard, in which you select a limited period from which the figures will be extracted from.

Under Activities in the Contact management module, you can also export activity data to Pivot if you wish to analyse the data using a Pivot table.. Read more in Analysing Activities.

The export wizard

Start the wizard by selecting View - Status and select one of the options listed above.
Enter the From date and To date to indicate the time period you want data from.
Click OK to generate the Excel file.

You can now continue to work with the data in the pivot tables or import them into the calculations you want. Remember to save the Excel sheet somewhere you can easily retrieve it.