Export a view to Microsoft Excel (local installation)
You export a view from Profit Windows to Microsoft Excel.
To export data to Microsoft Excel:
- Open the view:.
- Apply a filter if you want to use one. Profit exports only the lines that are shown after the filter has been applied.
- From the toolbar go to Export data to Excel....
If you do not have this option, you are not authorised.
- Profit saves the file locally and opens it. If the file cannot be saved locally, you first have to save it yourself.