Documentation/ Dashboard and reports/ Exporting the data
Exporting the data
The dashboard exports its two rankings. Everything else comes out of the screens each thing lives on: the document lists and the masters. This page says what can be pulled out and from where.
Dashboard · document lists · masters
On this page
What the dashboard exports
| Block | Exports |
|---|---|
| Top 10 suppliers | Yes, to Excel. |
| Top 10 items | Yes, to Excel. |
| Counters and summaries | They have no export of their own. |
| The documents-by-month chart | It has no export of its own. |
For the figures that do not export, the way is the filtered document list, which does export and lets you add things up in the spreadsheet.
The spreadsheet brings the full list
The charts show ten. The exports download every supplier and every item in the period, with no such limit.
It is what makes the download useful: the top ten is for looking at; the complete list, for negotiating and for finding the long tail.
It needs the date range
Both the dashboard's exports insist on the from and to dates. If one is missing, nothing is generated.
They also respect the project filtered, so you can export one project's ranking on its own.
What is exported outside the dashboard
| Screen | What it takes with it |
|---|---|
| Document lists | The documents with their header details. |
| Product master | Each item's complete record. |
| Supplier and client masters | The records with their details and their accounts. |
| Chart of accounts | The accounts. |
| Product categories | The classification tree, by kind. |
| External catalogue | Your own trade references. |
| Accounting exports | Files in Contasol, a3, Cegid or Monitor format. |
The common rule for exports
Almost all of them behave the same, and knowing it avoids the wrong download:
- With rows ticked, it exports just those.
- With nothing ticked, it exports whatever matches the filters or search in force.
- The download includes every field on the record, not only the visible columns.
- It is not limited to the page on screen: a search with eight hundred results downloads in full.
The selection takes priority over the filter. A few rows ticked from an earlier search are the usual reason a download brings less than expected.
Watch the formats
Two problems that always turn up on opening an export in Excel:
- Codes beginning with a zero lose the zero if the column is treated as a number. It affects account codes and references.
- Phone numbers with a country code lose their leading sign for the same reason.
The fix is the same in both cases: format those columns as text before saving the file.
Things that come up
| What you see | Why | What to do |
|---|---|---|
| The dashboard's export button does not respond | One of the filter's two dates is missing. | Complete the range. |
| The download has fewer rows than expected | Rows were ticked. | Untick everything and export again. |
| The amount summaries need exporting | Those cards have no export of their own. | Export the filtered document list and add up in the spreadsheet. |
| The download does not start | The browser is blocking it. | Allow downloads from this site. |
| The codes look wrong in Excel | The sheet treats them as numbers. | Format those columns as text. |