To Save a Report as a Spreadsheet

You can save some reports as spreadsheets to view and modify in Microsoft Excel. This option is available for some but not all reports. See the Printing and Reporting Help topic for a list of reports that can be viewed in Microsoft Excel. This facility puts the information in a report directly into the cells on the Excel spreadsheet and sets the height of the rows and width of the columns to achieve the desired layout. All numeric information can be used in calculations and you can modify the report as required.

Microsoft Excel must be installed on the computer to view the report as a spreadsheet. Please see the Software Requirements guide for the supported Excel versions.

Other reports can be changed by members of the Pegasus Solutions Marketplace programme so that they can be viewed in Microsoft Excel.

1. On the Publisher form, from the Report Layout box, select Excel Report.

2. From the File Type box, click Excel Document. This option is enabled only if the report is one of those listed above.

3. In the File Name box, enter a name for the spreadsheet. You are warned if the name you enter has already be used. If necessary, change the Location for the spreadsheet from the default location.

4. To view the spreadsheet after it has been saved, tick the Open document when done box.

5. Click Publish.

Some of the reports will allow you to select Excel Report option from the Report Layout box only if you have selected one record on the report's criteria form. For example, the Cashbook report can be saved as a spreadsheet only if one bank account is selected to be displayed on the report.