WorkBook

Export Data

Use Databoard Export to export data to different file formats such as XLSX, CSV, and PDF.

To use Databoard 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 > Databoard Export.
  4. Highlight the type of data that you want to export, and if applicable, in the right pane, select the dates or parameters that you want your data export to include.
  5. On the grid toolbar, click Export .
    Alternatively, in the right pane, click Export.
  6. 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.
  7. Click OK.