To Export Data to Excel

You can export data from every MYOB Acumatica table to a Microsoft Excel spreadsheet at any time, as described in this topic. For more information about integration with Excel, see Integration with Excel.

Attention: Acumatica ERP uses the spreadsheet format introduced in Microsoft Office 2007, so if you are using an earlier version of Microsoft Office, you should install the appropriate plug-in.

To Export Data to Excel

  1. Open the form whose data you want to export.
  2. In the summary or selection area (if the form has such an area), use the form elements or navigation buttons to select the data displayed in the table.
  3. Optional: Filter the data to be exported. For more information on using filters, see Filtering and Sorting in MYOB Acumatica.
  4. On the table toolbar, click Export to Excel ().
  5. Follow the necessary steps, which depend on your browser and settings, to download the Excel file with the exported data.