how to generate/export report in excel format from Reckon Accounts hosted

NenethLangley
NenethLangley Member Posts: 1 Novice Member Novice Member
edited March 2018 in Accounts Hosted

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,222 Reckon Community Manager Community Manager
    edited February 2017
    Hi there,
    Once you've created the report of your choosing, click on 'Export' in the toolbar immediately above the report. 

    You'll be presented with the following options -

    image


    Click Export.
    This will save the file to your Q drive.

    If you're using Chrome, Click Download File on your floating toolbar and download the file to a local destination on your PC eg. Desktop, My Documents etc.

    You can then open the file using Excel.

    Hope that helps

    Cheers
    Rav
  • Satwant
    Satwant Member Posts: 10 Novice Member Novice Member

    Can you change the formulas on the report? Presently if I copy the report the Total Columns and Rows do not work.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,216 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @Satwant Yes, the report is fully editable in Excel 😁

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  • Satwant
    Satwant Member Posts: 10 Novice Member Novice Member

    Partly answered. I want my reports in Excel not have the round formula but plain sum. Thanks.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,216 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    As mentioned, the formulas are editable but are automatically embedded in the export so will need to be manually changed in Excel.

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  • Satwant
    Satwant Member Posts: 10 Novice Member Novice Member

    I want my reports in Excel not have the round formula but plain sum. This is a real problem - when I copy a report imported from Reckon to Excel to another file or another sheet in the same spreadshsheet, the formulas do not work. The problem is they keep the link to the original imported sheet. Very tiring to change formula each time and source of making errors. Thanks.

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