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Exporting Disbursement Budgeting Data

Article ID: 427
Last updated: 17 Dec, 2011

You have the option to export all or part of your budgeted items into an Excel spreadsheet. You must have a licensed copy of Microsoft Excel® on your computer in order to view the report.

1. Go to Settings > Disbursement Budgeting, click or Ctrl + click to select budget items from the Disbursement Budgeting list that you want to display in your report.

2. Click the Export button located at the bottom right of the page.

3. When the report is ready, the Click here to download your file message appears on the bottom left of the page. Click the here link.

4. Excel opens and a spreadsheet displays all of the selected budget information, as well as the budgeted disbursements for those budget items.

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Article ID: 427
Last updated: 17 Dec, 2011
Revision: 1
Views: 442
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