Reports and forms

Moving Your Data to a Spreadsheet for Analysis


Although all reports can be moved to a spreadsheet by saving them as tab-delimited or comma separated text files, there are a few AccountEdge reports that have been specifically designed for exporting to a spreadsheet.

Save one of the following reports to disk by clicking the Send to button in the Reports window. Name the disk file and save it somewhere you'll remember later. Then launch your spreadsheet and open the file. (The report file created by AccountEdge will NOT be recognized as a spreadsheet date file, so be sure to change the file type to ALL FILES when looking for the file to open. Most spreadsheets will recognize the tab-delimited or comma-delimited format and assist you in converting it to a spreadsheet file.)

The following reports are best moved to a spreadsheet:

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