Export a Purchase Report to Spreadsheet

There are two ways you can export a purchase or expense order report to a spreadsheet.

1.With the purchase/expense open, select the appropriate report in the ribbon, then select Print. In the Print dialog box, change to Export and select the Xlsx Report File in the Type field. This can then be saved locally.

2.With the purchase/expense order open, select the appropriate report in the ribbon, then select the Excel icon beside it. This will show each report pipeline in a separate sheet, ie. PO, Po stock, logo (and CardFile in the case of an expense order).

You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on security since it accesses the report for the information.

Further information

Purchases Security

Purchase Order List

Debtors Purchase Orders

Expenses at a Glance

Purchases at a Glance

Expense Order Stock Grid

Expenses Tab on POs

How Does Cost of Goods work

How PO Status Affects the GL

Opening Balance Purchase Order

Purchases/Expenses Status

Purchase/Expense Order Header

Purchase/Expense Order Footer Tabs

Purchase/Expense Comment Grid

Purchase Order Approval Process

Purchase Order Stock Grid

Purchase Order Reports

Purchase/Expense Preview Pane

Purchase List Header

Return to Vendor

Add a Purchase Order

Add an Expense Order

Add a Negative Expense Order

Add a Document to an Order

Add an Amount to a PO when Finished at $0

Add Backorder Purchase Order

Add Comments to a Purchase/Expense Order

Add Freight to a Purchase Order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar PO

Create a PO Template

Create a Purchase Order List

Enter Serial Numbers

Fix Incorrect Pricing after PO Finished

Handle Employee Reimbursements

Handle a Credit for Freight Charged

Link a Job to a Purchase Order

Link Expenses to a Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase Consignment Stock

Receive Consignment Stock

Receive Stock

Record One Invoice Number on Multiple POs

Record Overseas Purchases, GST, Import Costs

Round up Supplier Invoices

Scan Stock into a Purchase Order

Staff Purchases

Unprint Purchase/Expense

Vendor Price Breaks

View or Edit a Purchase/Expense