17th July, 2019

Reports - Export to Excel: A long time request for many of our users, we're happy to say, you now have the ability to export most of our reports into Excel format. When generating your reports, you will notice a new drop-down arrow which you can use to export your report into excel format.

Once selected, your report will automatically download and can be opened using Microsoft Excel (or any other variations) on a Windows machine & Numbers on Mac machines.

Here is a quick preview of how this looks:

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NOTE: The report design is exactly the same as it is when generated to PDF. This means, whilst the report is available in Excel form, you may need to adjust a few cells to have it read the way you need it to.

Also, not all reports are available to be exported, so you will notice a few reports 'missing' the drop-down option i.e Owner Statements

 

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