View - Status - Export 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:
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.
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
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