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    Export a Financial Analysis to Excel

    Sparkrock 365 provides the capability to export a financial analysis to Excel so you perform further analysis.

    Export a financial analysis to Excel

    1. Go to Finance and Purchasing > Financial Analysis

      The Financial Analysis page opens.

    2. In Data Set, specify the data set for which you want to perform a financial analysis.

    3. (Optional) In Start Date and End Date, specify the dates for which you want to filter the data.

    4. Choose View Data.

    5. Choose Export.

      A dialog box appears that displays the following text:

      Do you want to download "FinancialAnalysis.xlsx"?

    6. Choose Yes.

      The file is downloaded to your browser downloads location.

    See also

    Financial Analysis

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