November 5, 2014 installment of the Monthly Webinar Series. A how-to video that explains how to create custom reports by exporting a report into Excel. Several different report types are shown, and the video ends with Q&A. The video last approximately 26 minutes.
Questions & Answers from the Webinar
- When is it better to export to CSV vs Excel? When a report is exported as an Excel file it will be formatted exactly like the report prints. If it is exported as a CSV it will be properly formatted to fit the columns and rows when opened with Excel. This does prevent the repeating of headers if the printed report is more than 1 page. CSV would be the better option for exporting reports if it is available.
- On my system under the report type I do not have profit and loss. I only have options for detailed, summary, etc. Am I missing things? The Profit Loss option is in the income statement report.
- Setting up the Report Groups how do you label the group description? You should enter a description that will help you easily identify the Report Group.
- We are using CMS PRO and do not have the Excel option other than the Spreadsheet export. We only have the text or csv option. CSV reports can be opened with Excel, so you can use that option to be able to export them.