You can conveniently view report data online, but at times, you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. There are two main steps in this process:
Exporting the spreadsheet file.
Opening the spreadsheet file in a spreadsheet application.
On the system, you can easily export the report data to a tab-delimited file that can be opened in most spreadsheet applications. In a tab-delimited file, the fields are separated by a tab character, but the text has no special formatting characters. These files are very flexible and can be opened by many software applications including spreadsheet software.
The column headings and data you see in the report are exported to a file that includes such information as the System Name, Company, Report Name, Time Frame, and User Name.
The Export to File feature exports all records for the report even if only a subset of the records are displayed online. For example, a report may consist of 180 records of which only 25 or 50 are shown online. However, when the results are exported, all 180 records are exported to the spreadsheet file.
To view transactions in all currencies:
When you view transactions for a selected currency in a report, only transactions for that selected currency are displayed. However, if you want to view all transactions completed in all currencies, you can export the report data to a spreadsheet.
In the spreadsheet, transactions for all currencies, including the selected currency and the currency code, are displayed.
To export report data to a spreadsheet:
Generate the intelligence report of your choice. See Generating Buying and Selling Intelligence Reports
After you have generated your report, click Export to Spreadsheet at the bottom of the report page.
You are prompted to save the file. (If you see an Unknown File Type window, click Save File...) Save the file to the drive/location of your choice. The report data is saved with the default file name of the report.
To open the spreadsheet file in a spreadsheet application:
After the file is saved, you can open the file in most spreadsheet applications, such as Microsoft Excel:
To quickly open the file in Excel, double-click the spreadsheet file. This launches the application and displays the selected spreadsheet file.
Alternately, start your spreadsheet software and open the spreadsheet file in the application:
When you open the file, the spreadsheet software may use a Wizard that displays the steps to open the file. For example, in Excel, the Text Import Wizard asks you to choose the file type that describes your data (Delimited or Fixed Width).
Select Delimited. You will then be asked to set delimiters for your data.
Choose Tab. Do not change the tab appearance in the file.
Note:If you cannot find the spreadsheet file when you use the Open dialog box of the spreadsheet application, make sure that you are pointing to the correct directory, and set the File Type in the dialog box to All files.
Each row in the spreadsheet provides detailed information about transactions that your company has performed on the system.