Exporting Company Analysis to Excel

View - Status - Export Company Analysis to Excel

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:

Customer ledger
Supplier ledger
Order and Invoicing
Customer/Contact information
Product
Accounting

The Export Wizard

Start the wizard by selecting View - Status and Export Company Analysis to Excel.

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.
Select which data you wish to base the analysis on. Separate spreadsheets will be created in a workbook for each category.
Click Next to start the export.

Figures from all the selected categories are exported and ready for transfer to Excel.
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

The reports are displayed on the different tabs in the Excel spreadsheet.

Customer Ledger: The report Customer Ledger Statistics displays opening and closing balances for both the current year and the previous year as well as age groupings and customer ledger statistics.

Supplier: The report Supplier Ledger Statistics displays opening and closing balances for both the current year and the previous year as well as age groupings in the supplier ledger.

Invoice: The report Invoice and Turnover Statistics displays the turnover by period and by product group.

40 Customers: The report 40 Largest Customers contains the sales totals for the 40 largest customers for the current year and for all years.

40 Products: The report 40 Largest Products contains the sales totals for the 40 best-selling products for the current year and for all years.

Statistics: The report Registration Statistics displays an overview of journal entries, contacts and orders/invoices that have been registered during the year.