The export workshop software reports as a excel sheet report in Workshop Software helps you review and analyse your export workshop software reports as a excel sheet data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
Please note: This function is exclusive on our gold level subscription
1. Click on “Reports” on the left hand navigation menu in Workshop Software, then click “Business Reports”
2. Find the report you want by clicking on the ˅ icon to expand the option.
3. Enter in any search parameter that are required. For this example we are going to run a Rego Due report for any services due in September.
Then click on the yellow “Download CSV” icon to download the report as an excel sheet
4. You will see in the bottom left hand corner of your web browser the file has been download, simply click on this to open the report. If you do not see it in the bottom left hand corner of the browser check your ‘Downloads’ folder
5. The report will look like the screenshot below, if phone numbers are not appearing correctly it is because the columns are too narrow. double click on the column line between E and F as well as the line between F and G and this will expand the columns and show the full content in the field
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the export workshop software reports as a excel sheet report by date range?
The report displays results based on the available filters shown on the report page. Check the filter options at the top of the report for available date or period selections.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.