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C
Caitlyn
Level 1
January 18, 2023
New

Export data from Database Reports (currently only option is Print)

Related products:Lacerte
  • January 18, 2023
  • 1 reply
  • 16 views

It would be hugely beneficial to be able to select the database reports to Export to Excel for beneficial data analysis.  

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1 reply

C
CS Bray Accounting LLC
Level 4
January 19, 2023

I agree with you. However, I've seen been "shown the light" -- which makes no sense, but I will take it. Go to "Client," "Export," and then "Export to File." From here you can create similar data reports and export to Excel. Some manipulation is necessary (such as it only includes the status number, not the detail or the preparer number, not the name). But better than trying to convert those atrocious PDF database reports to Excel and dealing with all the headers.

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