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Report export


ProfessionalProfessional These features are only available in the Professional configuration.

Report export

Let's generate any report, for example, "Price segments" , which shows in which price range the product is more often bought.

Report. Segments

Fill in only the required parameters 'with an asterisk' and press the button "Report" .

Segments

When the generated report is displayed, pay attention to the button at the top "Export" .

Report export formats

There are so many possible formats for exporting the report in the drop-down list of this button that all of them do not even fit on the image, as evidenced by the black triangle at the bottom of the picture, indicating that you can scroll down to see commands that do not fit.

Let's select ' Excel Document (OLE)... '. This data exchange format will allow us to upload a report as similar as possible, taking into account pictures, diagrams and the design of all cells.

Export report to Excel

A dialog box will appear with options for exporting to the selected file format. Don't forget to check the ' Open after export ' checkbox to open the file immediately.

Export to Excel Dialog

Then a standard file save dialog will appear, in which you can select the path to save and write the name of the file to which the report will be exported.

File name

After that, the current report will open in Excel .

exported report to excel

Mutable and immutable formats

If you export data to Excel , this is a changeable format, which means the user will be able to change something in the future. For example, you can download sales for a certain period of time in order to carry out some additional analysis on them in the future.

But it happens that you need to send a form to the client so that he cannot add or correct anything. Then you can choose to export immutable formats, such as PDF .

Why export might not work?

Functions for exporting data to third-party programs are present only in the ' Professional ' configuration.

When exporting, exactly the program that is responsible for the corresponding file format on your computer opens. That is, if you do not have Microsoft Office installed, you will not be able to export data to its formats.

Can all users export data?

Important See how our program takes care of your privacy .

All commands for working with the report

Important When a generated report appears, a separate toolbar is located above it. Look at the purpose of all buttons for working with reports.

Table export

Important You can also ProfessionalProfessional export any table.

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Universal Accounting System
2010 - 2024