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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