5

Exporting reports to Excel?

Jonnymrp

July 21, 2011 10:09

None

Follow

Is it possible to Export a report, such as a profit and loss, balance sheet, to Excel or test file?

the main reason i need to do this is give the file to our accountant who will calculate our year end taxes.

• Facebook
• Twitter
• LinkedIn

4 comments

• 0
  
  Oranged Support August 03, 2011 08:18

  You can currently print these reports and, on a Mac easily create a PDF from the print output window by clicking the PDF button. It's a couple step process for now, but in the future we plan on adding the ability to export certain reports directly to Excel.

• 0
  
  Rafael Sanchez August 06, 2013 03:44

  I still only see the option to export to a TXT file and my accountant also has asked for XLS format exports?

• 0
  
  Mike Meiners August 08, 2013 13:59

  We run into this issue in Studiometry. The closest you can currently get, is basically exporting to a .txt file, open in it in Microsoft Excel and try and clean up the formatting as needed. Then you can save it as a .XLS file from Microsoft Excel. I would love to see better Excel, or .csv exporting compatibility.

• 0
  
  Kristine Johnson March 01, 2019 04:09

  Is there an update to this feature enhancement request? We seek to export to Excel or even hook the data into Tableau to visualize larger program spends.