Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Purple
Created By: Shannon Scoffield
Created Date/Time: 4/16/2019 4:10 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 3972
Template/Type: User Guide
Title/Caption: 4.29 - Exports - MS Excel/CSV/PDF
Start Date: 4/16/2019
Main Status: Active

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Notes:

4.29 - Exports - MS Excel/CSV/PDF

-Exports are important and we want you to get your data. We help you store & secure it but it is your data. If we provide you with data it is part of our back up plan. You get your data, your needs, in your way.

-Almost all of the main system reports have export options. Usually exports are tied to the admin permission. Once it is in Excel or CSV you can alter the data however you want.

-There is an entire page that deals with just export options. Also, a lot of the new data tables, which is technically the word for special web tables that have cool features, they automatically have export options directly from the tops of the data tables.

-The system automatically can generate PDFs for POs, invoices, statements, quotes, P&L, & balance sheet; all of those can be configured to specifically match your needs.