WorkBook

Export Data

Use Data Export in the Export, Import, & Maintenance submodule under Finance & Administration to export data to different file formats such as XLSX, CSV, and PDF.

To use Data Export in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To export data:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the data that you want to export.
  3. In the left pane of the Finance & Administration page, click Export, Import & Maintenance > Data Export.
  4. Highlight the type of data that you want to export.
  5. If applicable, on the grid toolbar, click and select the dates or parameters that you want your data export to include.
  6. On the grid toolbar, click Export .
    Alternatively, click and click Export.
  7. In the Export Data dialog box, select the file format in which you want to export your data, and, if applicable, select the Include Header Row and Group Data check boxes.
  8. Click OK.