Exporting Report Data for Excel

When ArchiOffice users choose to export report data to Excel, for some, the results aren’t quite what they were expecting. Instead of seeing the report data nicely sorted with summaries and totals based on their display settings, they’re presented with the opposite. What displays is a list of records that looks more like a database import file than a report. So, how does this happen?

The ArchiOffice Report module’s display details (i.e., Detail or Summary, Sort options and Totals) are only used by the PDF, Viewer and RTF output options. The Export output option only exports a list of the records you selected for inclusion in the report. This is great if you want to import this data into another database. But, for most users, this isn’t what they were looking for.

Fear not, you can save reports in Excel format, while maintaining you display detail settings, by doing the following:

1. Go to ArchiOffice’s Reports module and select a report for printing.
2. Configure the display detail settings (i.e., Type, Sort, Totals, etc.) and select the records to include in the report.
3. Choose Viewer as the output format and click Run Report.
4. When the Viewer window opens with your report, click the Save toolbar button and save the report as a CSV file.
5. Navigate to the CSV file and open it in Excel.

Voila! Your report data displays in a clean organized format using the display settings you specified. You can save the file in Excel format (i.e., *.xls or *xlsx) if you like.