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Exporting a statement group to Excel

You can export a financial statement group to Microsoft Excel 2003.

Depending on your security permissions, you can export a financial statement group from two places on the Reports menu.

To export from the Reports > Financial > Statement Groups menu option, you must have access to that statement group.
To export from the Reports > Manage Financial Statements > Groups menu option, you must have permission to manage financial statements.

The exported statement group contains the formulas and financial information from the Ajera database that is specified in the designs. The group is not linked to the Financial Statement Designer.

To export from the Financial Statements > <statement group> menu option:

From the Reports menu, click Financial > Financial Statements > <statement group>.

The reporting period is always set for the previous month. If needed, click (Change View), select a different period, and click OK.

Note:

If you select a date range, the end date is used to assign the current month. For example, if you enter a date range of 01/15/11 to 02/14/11, the current month is considered February 2011.

If a statement contains a custom date property, only information as of the period selected will be included. For example, if your custom date property contains a date range of 9/15/11-10/5/11 and the period selected is September 2011, activity for 10/1-10/5 will not be included.
You can also change the reporting period on the Financial Statement preview window. If you change it there, click (Refresh) to update the data.

If you do not want to preview the statement group before printing, click the Print button. Skip the rest of these instructions.
To preview the statement group before printing, click the Preview button. The Financial Statement preview window, with a subtab for each statement in the group, appears. If the statement group is set up to print for each company (multi-company only), department, or reporting entity, then a subtab for each company, department, or reporting entity appears.
Click the Print button.

To export from the Manage Financial Statements > Groups menu option:

From the Reports menu, click Manage Financial Statements > Groups.
Click the Existing tab.
The reporting period is always set for the previous month. If needed, click (Change View), select a different period, and click OK. See the Note in the preceding section for more information about reporting periods.
Click the financial statement group you want to export, and click the Preview button.
Click the Export button.
Browse to the location where you want to export the financial statement group, and click Save. The file name includes a file extension of .xls to indicate that it is a Microsoft Excel spreadsheet document.