Exporting Company Analysis to Excel



Note! This function requires additional products and will only be available when this is installed.

Note! Mamut Enterprise Business Intelligence exports enable you to export business-critical figures from your database to tables in Microsoft Excel ready for analysis (requires minimum Microsoft Excel 9.0). This provides you with an alternative to standard reports, enabling you to see connections you do not find in the Report module.

The export is carried out by the help of a wizard, where from you select the accounting year and data to be included in the report. You can select combinations of information from the:

The Export Wizard

Start the wizard by selecting View - Status and Export company analysis to Excel.

  1. Select an accounting year from the drop-down list. The export will include and compare figures from this year with the previous year (the year before the one you have selected here).
    Click
    Next.

  2. Select one or more of the suggested databases. Separate spreadsheets will be created in a workbook for each category.
    Click Next to produce the Excel file.



     

  3. Figures from all the selected categories are exported and ready for transfer to Excel.
    You are automatically taken to the next step when exporting is complete.

  4. Click Complete to transfer the data to Microsoft Excel. When the spreadsheet is ready, Excel opens automatically.

You can now compile the data or import them into the calculations you want. Remember to save the Excel sheet somewhere you can easily retrieve it.

Separate spreadsheets will be created in one workbook for each report. A front page will be automatically generated and the workbooks are formatted in such a way that each report fits one page. All you have to do is print and staple together the sheets to make one booklet which you can distribute.

Default reports

Customer/Contact information: Contacts and customers with registered orders/invoices

Invoice/Turnover statistics: Turnover/number per month, credit notes and total outstanding

Product information: Turnover per product group and the 40 top-selling products

Customer Ledger information: Aged analysis ledger by period and aged analysis ledger at 31.12.XX with status forward in time

Supplier ledger information: Aged analysis ledger


Read more about:

About PivotTable Report (external link)

About Pivot Tables

Export to Pivot