How to export your finance forecasting data to Excel?

  We simplify the process, allowing users to download detailed financial reports in Excel format from the Finance Forecasting module. Whether you're tracking revenue streams, managing expenses, or evaluating financial health through various reports like Profit and Loss or Cash Flow.

This capability ensures that critical financial data is easily accessible for analysis, sharing, and strategic planning.

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Log in to your account and navigate to the Finance Forecasting module.

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For detailed reports containing Profit & Loss, Balance Sheet, Cash Flow, Break Even, Ratio Analysis, and more, you can download your reports directly from the Download Reports option.

Note for Mac Users: If you're facing trouble while downloading reports, verify your Safari browser’s download permissions. For a smoother experience, using Google Chrome is highly recommended.

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By clicking on the Download Reports option, you will be redirected to the download window. In this window, you can select the years and specific reports you wish to download.

You can choose multiple years simultaneously if needed. You can easily choose all the reports or years by simply clicking on the Select All button.

Additionally, you can select the format from the dropdown menu, which offers options for Monthly, Quarterly, or Yearly projections.

TIP: If you would like to conduct scenario planning, click here to learn more.

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Once you have made your selections, click on the Download Reports option. The system will start downloading the report in Excel format.

NOTE: When you download your finance report, the Excel sheet won’t include any formulas.

Explore Settings Options

In the Finance Forecasting module, you can customize how your financial reports are displayed and what information is included before downloading them to Excel.

Open the report preview and use the settings panel on the right to configure the report based on your preferences.

Display Settings

The Display settings section controls how information and numbers appear in your financial reports.

• Detailed Report: Turn this on to expand every available breakdown in the report instead of displaying the shorter summarized view.
• Empty Rows: Enable this option to keep rows that contain no values in any period. Turn it off if you want those rows hidden.
• Currency Symbol: Enable this option to display the applicable currency symbol with financial figures.
• Shorten Large Figures: Turn this on to display large figures in a shortened format. For example, $1,500,000 can appear as $1.5M.
• Negatives in Parentheses: Display negative figures using accounting-style parentheses. For example, -1,200 will appear as (1,200).
• Negatives in Red: Display values below zero in red so negative figures are easier to identify.
• Zeros Instead of Dashes: Display 0 instead of a dash wherever the report would otherwise show a nil value.

Choose What to Include

The Include section lets you decide which supporting pages and details should be included in the report.

• Cover and Contents: Includes a summary page showing the business name, reporting period, currency, and report contents.
• Key Figures: Includes a separate summary of the main financial figures.
• Forecast Settings: Includes the settings used for the forecast, such as forecast terms, taxes, and opening balances.
• Assumptions: Includes the assumptions behind your revenue, costs, personnel, assets, facilities, and other forecast items.