Exporting from Edge is simple and easy to do. We allow you to export a number of files all throughout Edge to share with your partners and team members as you grow your business. A list of what files can be exported are found below with directions on where they are located in Edge
Action Center > Transactions to Code
Both For Client Review and Coded Transactions tabs can be exported on this page
Both For Client Review and Coded Transactions tabs can be exported on this page
Financials > Profit and Loss
Standard, By Month, Compare tabs under Single Location can be exported
Unit-By-Unit, By State, and By Concept tabs under All Locations can be exported
Financials > Balance Sheet
Standard, By Month, and Compare tabs under Single Location can all be exported
Financials > Cash Flow Statement
Financials > Expenses By Vendor
Standard, By Month, Compare tabs under Single Location can be exported
Unit-By-Unit, By State, and By Concept tabs under All Locations can be exported
Financials > Balance Sheet
Standard, By Month, and Compare tabs under Single Location can all be exported
Financials > Cash Flow Statement
Financials > Expenses By Vendor
Only the Detail View can be exported on the Benchmarks page
How to Export
- Click on the blue downward arrow located on the top toolbar of the report
- This will download the information into an excel file to your desktop
Note
When you open the download for the first time, it may be in “protected view”. To view all the data, you must select the “Enable Editing” button to populate. Otherwise, the file may appear blank. Once you've selected this, you can save the file to your desktop.
Comments
Article is closed for comments.