Export to XLS
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Access this feature using the Reports>{Any report with this button active}> |
Use this button to export your active report data to a spreadsheet in a new or existing workbook. Each time you export data, the system opens a new spreadsheet. This spreadsheet should look very similar to the report exported from the system. You can choose to maintain or remove the report title from the header section, the report footer from the footer section, and the report formatting, such as page breaks.
Note: Microsoft Excel© is no longer required to view XLS files, however you will need software that allows you to view Excel files, such as an Excel viewer.
If you click this button directly on a report, the currency fields in the exported file follow the formatting of the organization's functional currency regardless of the currency formats used within the report. However, if you are in the Print to Screen form and the report uses an alternate currency format, this button is not available. The functional currency was determined by the Administrator when the organization was created (File>New Organization>Functional Currency panel).
Some specialized reports may require additional formatting.
The format attributes that will look the same are:
- umbrella formatting (indentation of sub items);
- font type, size, and weight (such as bold and italic);
- underlining (such as column headings and totals);
- number/currency formatting; and
- report title headings.
Furthermore, the following exceptions and specifics should be taken into consideration:
- Word Wrap Exception - The Wrap feature is determined on the Content tab of the report. If it is selected, wrap is applied to the entire column. These settings carry forward to the spreadsheet. Wrap cannot be applied to the Items By Page item selected on the Content tab.
- Left/Right Alignment Exception - In reports, cells containing dates and amounts are automatically right-aligned, while all headings (including those of dates and amounts) are left-aligned. Therefore, you can have a heading with different alignment than its cells. In the spreadsheet, all headings have the same alignment as the cells; if the cells are left-aligned the heading will be too.
- Pagination - the spreadsheet's default top and bottom margins are set to 1", while its left and right margins are set to .75". the system's default top, bottom, and right margins are set to .5", while its left margin is set to .75". Consequently, if you view the report in the system, prior to export, the report will not be exactly the same as when you view it.
When exporting, there is a 500 page limit per spreadsheet; if this limit is reached, the next five hundred pages are pasted into a new spreadsheet in the same workbook. - Items by Page - Any item that is moved to the Selected Items column in the Items by Page section of the Content tab will take on the alignment of the first column in the spreadsheet. The system automatically does this because the Items by Page item will be placed in the first row of the first column, hence becoming part of the first column.
Nonprofit Online Users
XLS files can be saved locally through a mapped drive using the \\TS Client\<drive letter> directory structure. They are saved to the local computer from within the remote application session. For specific instructions on how to save a file to your computer, see article 4131 in the Knowledgebase. See Nonprofit Online.
Scheduler Users
Use Reports>Report Binder>Export to XLS 
. When the Create New Workbook option is selected, the workbook is saved to your My Documents folder on your Desktop, as the Report Binder name with the system date/time stamp, such as Budgets20141219122618.xls. Also, each report becomes a separate spreadsheet within the workbook.
Destination
- Create New Workbook If you select this option button, the report data is entered in a new spreadsheet, in a new workbook.
- Append to Existing Workbook If you select this option button, the report data is entered in a new spreadsheet after all the other spreadsheets, in the existing workbook.
- Prepend to Existing Workbook If you select this option button, the report data is entered in a new spreadsheet before any other spreadsheet, in the existing workbook.
Workbook: Enter the path to the existing workbook or click Browse 
to locate the existing workbook. Note that the existing workbook cannot be open when attempting to export.
Remove Report Headers, Footers, and Page Breaks Select this check box to remove the report data's headers, footers, and page breaks from the new spreadsheet.
Be sure to save the workbook after you Append to Existing Workbook, otherwise, the last appended spreadsheet will not be saved.