Guide Overview

This article applies to the following scenario:

• You need some specific information that is not available in any of the reports available in the system
• You have requested our client services consultancy team to provide you with the information
• The team has confirmed that it could be obtained by providing you with an export report definition file
• You have received an export report definition file (.txt) from our client services consultancy team
• You would like to run this file to export the report into Excel

Procedure

Ensure Excel is installed before you begin

1.    From the Home tab click  Accounting Reports

2.    Click on the drop down arrow beside Export & Click Export

3.    Click on the [...] button and select the report definition file (it will be [filename].txt) you have downloaded or received from our consultancy team.

4.    Click the Run button, the file will open in Excel.