Export an Item to Spreadsheet

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There are two ways you can export an Item report to a spreadsheet.

1.With the Item open, select the Item 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.

itemexport

2.With the Item open, select the Item report in the ribbon, then select the Excel icon beside it. This will show each report pipeline in a separate sheet, ie. Item, Item Names, Item Stock.

excelitem

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

Items at a Glance

Items Security

Items List

Item Footer Tabs

Item Header

Add an Item

Item Preview Pane

Item Reports

Item Stock Selection Grid

Item User Selection Grid

Add a Document to an Item

Add Groups to an Item

Add Multiple Items

Add Stock to a Sales or Service Item

View an Items List

View or Edit an Item