Report Export Other Export facilities

Other Export Facilities

There are many areas in UniRes which allow data to be exported.

Most of the reports have Options which can be set before a report is generated, to instruct the report to go to a specific file type.

Supported Report Output Types

Apart from the normal Print/Preview, reports can be sent to ..

HTML

A .html type document, suitable for viewing in your WEB browser (Internet Explorer).

WORD

A .DOC file which can be opened in MS Word.

EXCEL

A .XLS file which can be opened in MS EXCEL.

Reports that allow exporting to these extended EXCEL formats are ..

•Bookings Report

•Cash Receipts Report

•Bank Deposit Report

•Extras Sales Report

•Transaction Analysis

•UniRes Journal Report

By setting the appropriate filters, data can be extracted for your specific needs and reorganized in the Excel spreadsheet. (Excel Skills Required).

Mail Merge Export

The Mail Merge Program (Command Centre - Supervisory TAB - Mail Merge) will also export data.

In Mail Merge, after selecting the bookings for the merge, click on the Export button to send the Name and Address details to an EXCEL (XLS) file. You can later open the file in Excel for further processing.

Labels & Envelopes

The Labels & Envelopes Utility (Menu Bar - Utilities - Labels & Envelopes) will also export data.

After selecting the bookings for the Labels or Envelope address print, click on the Export button to send the Name and Address details to an EXCEL (XLS) file. You can later open the file in Excel for further processing.

Company Statistics

To the right of the Command Centre you will see the Company Statistics button..

After the company stats for the selected options are displayed (graphed), click on the XLS button to open the report and resultant data in Excel - In Excel you can save the file for later use.

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