View - Status - Export Company
Analysis to Excel
This function requires additional products and will only be available when this is installed.
The export enables you to extract business-critical figures from your database and transfer them to Microsoft Excel (requires minimum Microsoft Excel 9.0). The figures are clearly presented, so that you can retrieve data for your own financial estimates and calculations. It provides you with alternatives to the default reports, in order for you to see connections not accessed through 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
Sales and Invoicing
Customer/Contact
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 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.
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.
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.
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