Export and Share
The four formats behind the kebab, the dialog each one opens, and what to check before you send it on.
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A report you have run is a snapshot. Exporting it makes that snapshot permanent, which is the point and also the risk.
Export one
Run the report with the columns and range you want
Set them first. The export takes the report as it stands.
Open the kebab beside Run Report
The three dots at the far right of the toolbar are Export options. There is no Export button; this menu is the only way out of a report. It offers Excel (.xlsx), PDF, CSV and Print.
Fill in the dialog
The three file formats each open one before anything downloads. Print does not: it goes straight to your printer dialog.
Select Export
The file arrives named after the report, so Stock Summary comes down as
Stock Summary.csv.
What the dialog asks
| Field | What it does |
|---|---|
| File NameRequired | Prefilled with the report's name. Worth changing to something that carries the period, because the file does not |
| Password (optional) | Leave it empty for no password. Setting one encrypts the file, which is the honest answer for anything carrying cost prices |
| Use current view | On by default, and on means the columns you chose. Turn it off for the report's full column set. Excel and CSV only: the PDF dialog does not offer it |
Excel and CSV
for working with
- YesOpens in a spreadsheet
- YesUse current view, on or off
- YesPassword optional
- NoKeeps the report's layout
for sending as a record
- YesKeeps the report's layout
- YesPassword optional
- NoA Use current view toggle
- NoAnything the recipient can total
Before sending it on
- Is the period what you meant
- The commonest error, and invisible once the file has left the product.
- Is the scope stated
- One depot's valuation looks exactly like the whole company's.
- Does it contain costs
- Inventory Valuation Summary and FIFO Cost Lot Tracking carry what you pay your suppliers. That is what the password field is for.