FAQ - Can I Export What I See on the Worksheet Tab to Excel?

To generate a standard Excel export containing all data from the Operational Budget worksheet, follow the steps outlined below.

First, access the Operational Budget module and select the specific budget name from which you wish to retrieve the report.

Then, navigate to the Worksheet tab.

Select the Image to Zoom. 

At this stage, configure the worksheet view according to what you need to export. This includes grouping rows, rearranging columns, and including or excluding specific data fields to customize the final export. 

Learn more about configuring the worksheet in the Training & Support article: Operational Budgeting - Filter, Search, and Adjust Columns in the Worksheet

Once you have the worksheet configured, select the Export icon to generate the Excel file.

Select the Image to Zoom. 

Note: The Additional Info column in the export consolidates all associated comments, such as one-time costs, comments,  and notes.