WorkBook

Export Data

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

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

To export data:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the data that you want to export.
  3. In the left pane of the Finance & Administration screen, 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 that you want to export your data as and if applicable, select the Include header row and Group data checkboxes.
  7. Click OK.