Export Budget Report to Excel

How do I export my budget report to an excel spreadsheet?

Step 1

• Print your budget report as per normal

Step 2

• Click on the Export Report drop down button.
• Click on the Export Excel menu option.

Step 3

• A Microsoft Excel Security Notice window may appear asking whether the file is trustworthy. If this happens, click on the Open button.

Step 4

• An excel spreadsheet will open with your report information.

Step 5

• Save your spreadsheet as per normal.