DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Report Formats


#1

I have a need to extract data in an excel format to perform special macros and formulas. Is this possible?


#2

What information do you want? Almost every list or report can be exported. Read the Guide on this subject.


#3

I didn’t expect a question back to my question. Without having to go into details of my business management I thought my question was clear. If the answer is "yes’ then please advise if it is "no’ then please say so.

Kind regards

Karl


#4

The answer depends on what data you want.


#5

have you read this guide? https://www.manager.io/guides/10645


#6

The type of data? I was thinking of any or all the reports available in Manager. I really desire to find a way to get the results of any report in a an excel format.


#7

Then read the Guide @sharpdrivetek linked to.


#8

Hi Tut,
I am hoping you can help?
For some reason when exporting data my computer doesn’t like the date format. I am on the UK system. Is there anyway of correcting this as at the moment i am having to go through each transaction and change the date before sorting in excel?


#9

you can first sort in Manager by clicking the column headings and then export it.


#10

Is the date format in manager the same as the date format on your computer/laptop?

The date format in Manager is in the Preferences menu

The date format on your computer/laptop is - well, that depends on what you are using - Windows, Mac, …


#11

The date format being used by Excel may even have been defined in your Excel preferences or specifically for the cells where you are pasting the data.


#12

Ok i will check. Thank you


#13

Thats great! I have changed the date format in Preferences and now it so much easier to work with:sweat_smile: