Export Budget Report to Excel

Export Budget Report to Excel

Export Budget Report to Excel

Cashbook Platinum

Step 1: Print

  • Print budget report as per normal
 

Step 2: Export

  • Click Export Report drop down button
  • Click Export Excel menu option
 
A Microsoft Excel Security Notice window may appear asking whether the file is trustworthy. If this happens, click Open


Step 3: Save Spreadsheet

  • An excel spreadsheet will open with the report information
  • Save spreadsheet as per normal


Article ID CBP1020