Performing End-of-Month Procedures > Printing Monthly Reports
Several WinOMS reports can be exported to the Microsoft Excel software.
To export reports to the Microsoft Excel software:
From the All Reports window, select the report you want to export. The Report Criteria fields are displayed.
Enter the appropriate criteria, and click Generate Report. A preview is displayed.
Click Export. The Save Report to a File dialog box is displayed.
In the Save to File field, rename the file based on your office’s naming conventions. You must leave the . xls extension as part of the file name; otherwise, Microsoft Excel does not recognize it.
Give each exported report a unique file name so that subsequent exports of the same report will not overwrite previous exports of that report. If you give each report a unique file name, reports are saved and can be used for future reference.
Click Save. A message indicates the report is complete.
Click Ok.