60 lines
2.5 KiB
HTML
60 lines
2.5 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Export Reports to Excel</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Export Reports to Excel</p>
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<p class="help-text"><a href="reportsoverview.htm">Reports Overview</a> <span class="hcp1">|</span> <a href="reports01.htm">Run a Report</a> <span class="hcp1">|</span> <a href="../qbposimp/export_datawizard.htm">Export List Data</a></p>
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<p class="help-text"> </p>
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<p class="Help-Text">You can export report data to Microsoft Excel, allowing you to further manipulate the data in that program.</p>
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<p class="Help-Note"><span class="hcp2">Note</span>: For this option to be available, a full licensed version of Excel must be installed on the workstation running the report.</p>
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<p class="Help-Info-Line">To export a report:</p>
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<ol style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Run the report normally, using the <a href="reports02.htm">modify</a> report option to select the columns and filter the data to be included in the export.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">With the report displayed, select <span class="hcp2">Excel</span> from the top toolbar.<br>
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<br>
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Once the report is in Excel, you can utilize the many Excel features to manipulate and customize your data. Refer to the Excel help system for instructions to:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Take advantage of extensive filtering capabilities</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Combine information from multiple reports</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Change the order of report columns</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Add comments</p>
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</li>
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</ul>
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</body>
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</html>
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