View - Status
This function demands additional products and will only be available when this is installed.
You can export several reports to Microsoft Excel, where they will be insert into a Pivot table. You can choose between:
Export of company analysis
Export of sales data
Export of purchasing data
Export of financial data
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.
The export wizard
Start the wizard by selecting View - Status and select one of the options listed above.
Enter the From and To date to indicate the time period you want data from.
Click Next to produce 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.
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