These features are only available in the Professional configuration.
Let's generate any report, for example, "Price segments" , which shows in which price range the product is more often bought.
Fill in only the required parameters 'with an asterisk' and press the button "Report" .
When the generated report is displayed, pay attention to the button at the top "Export" .
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.
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.
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.
After that, the current report will open in Excel .
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 .
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.
See how our program takes care of your privacy .
When a generated report appears, a separate toolbar is located above it. Look at the purpose of all buttons for working with reports.
You can also export any table.
See below for other helpful topics:
Universal Accounting System
2010 - 2024