OfficeRnD allows you to export different data such as reports, invoices, members and etc. The exported file will we in .cvs format.
To export data, navigate to the tab containing the data you wish to export e.g members, companies, memberships, users. If you wish to export only certain entries select them by ticking the checkbox next to them as shown in the image below:
The image shows the export of selected Users from Community-> Users. Only the selected users will be exported.
If there aren't any selected entries the export will contain all relevant data.
Note: If you are exporting invoices you need to select at least one invoice for the export button to appear.
Once you have chosen the entries you wish to export press the export button in the top right corner - here is what it looks like:
A .cvs file will be download that can be opened using Microsoft Excel. Libra Office and other similar editors.
Using Export preset
Export presets can be used to export data from invoices in a specific format.
Export presets can be added by navigating to Settings -> Billing-> Export Settings, and clicking on the Add preset button in the top right corner.
Once you do that a window will pop-up. From there you can:
- Name - input a name for the export.
- Columns - add columns that will contain different exported information from the invoices such as Due Date, End Date, Unit Price and much more.
- Custom Date format - input the way that you wish to see that exported dates in the columns such as DD-MM-YYYY; MM-DD-YYYY; or other variations.
- Custom line numbering - The LineNumber column adds alternative numbering for the exported items. Change the initial number of the LineNumber column.
Once you have created the export preset you can use it to export data from invoices by navigating to Billing->Invoices.
Click select the invoices you wish to export and click on the export button.
The new window that will open offers a couple of options.
Then select "Use an export preset" and from the dropdown menu select the preset that you wish to use.