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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.

1

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

2

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.

3

By clicking on the Download Reports option, a pop-up window will appear. 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.

4

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 Display Settings:

In the Finance Forecasting module, the Display settings option lets you customize how financial data appears across your finance reports. These settings apply to every finance sheet in the company.

Click the Display settings icon in the top-right corner of the report to access the following options:

  • Detailed report: Enable this option to expand all available breakdowns in the report instead of showing the shorter summarized view.
  • Empty rows: Enable this option to display rows that contain no values in any period. When disabled, empty rows are left out of the report.
  • Currency symbol: Enable this option to display the currency symbol alongside every financial figure.
  • Thousands separators: Enable this option to separate groups of digits for easier reading. For example, 125000 will appear as 125,000.
  • Negatives in parentheses: Enable this option to display negative values using accounting-style parentheses. For example, -1,200 will appear as (1,200).
  • Negatives in red: Enable this option to display figures below zero in red, making negative values easier to identify.
  • Zeros instead of dashes: Enable this option to display 0 where the financial statement would otherwise show a dash for a nil value.
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