Table of Contents
Advertisement
Exporting to CSV (Comma Separated Values)
Exporting to CSV is a good way to get your data into an easy to use format. For
example, you could export to CSV if you wanted an easy way to get your data into a
simple Excel format that you could then manipulate without building an Excel map.
Or, you could export your data to CSV and then import those contacts or receipts
into programs not directly supported through other export processes.
To export to CSV, do the following:
1.
Select the receipt(s) or folder(s) you want to export.
T
2.
From the
oolbar, choose
Choices dialog box opens.
Select Range
3.
Under the
Export
4.
Click on
5.
Navigate to the folder where you want to save the .csv file, type a name for
the file, and click
Exporting to RTF (Word), PDF, or HTML
NeatWorks allows you to export your data to MS Word, PDF, or HTML formats. To do
so:
1.
Select the receipts or folders you want to export.
Toolbar
2.
From the
3.
From the submenu, choose an export format. The Export Choices dialog box
opens (pictured below).
(Report)
.
Select Range
4.
Under the
selected to export the entire folder or click the
export only those rows selected in the Receipts Grid.
Select Output
5.
Under the
Images
Columns Only
,
Columns and Images.)
Export > CSV (Access, Excel)
heading, click the appropriate radio button.
. The Save As dialog box opens.
Save
.
Export
, choose
.
Note:
For PDF, choose
heading, leave
heading, choose whether you want
Images Only
, or
. The Export
Export > PDF > PDF
Selected Folder (All Receipts)
Selected Receipts
to be exported. (The default is
button to
Columns and
29
Hide quick links:
Advertisement
Table of Contents
