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Export Sales or Item Summaries

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The data in the Sales and Item Summaries can be exported to five different file formats:

Microsoft Excel

CSV (comma-separated values)

Text

HTML

XML

To Export Sales or Item Summary Data

1.Go to Today> Today's Tools> Sales Summary icon_salesSummary or Item Summary. icon_itemSummary

2.Do one of the following to choose a format for the exported report:

To export the report to Microsoft Excel, on the toolbar, click the Export button. button_exportsummary

-or-

To choose an export format from a list:

a.On the toolbar, click the drop-down arrow beside the Export button. ExportReportDropDown

b.Choose an export file format from the list.

SummaryExport

3.Browse to the location you wish to save the file to.

4.Enter a file name and click Save. The data is saved in the format you specified.

Note HM

Note The export process may take a few minutes if you are working with large sets of data.

See also:

View the Sales Summary

View the Item Summary

Print Sales or Item Summaries