Exporting a Report to Microsoft Excel


For this example, we'll use the Shipping Profit and Loss report. You can follow the same procedure for any template/report. 


1. Highlight the orders for which you would like to save the report.


shipworks_end_of_day_filter_1.png


2. Go to Output > Save > Reports > Financials > Shipping Profit and Loss.



3. On the Save As… screen, name your file and save in an HTML format. This means that your file should end in .html (like example.html).

 


4. Open Microsoft Excel and open the Shipping Profit and Loss HTML file in Excel.



5. Your Shipping Profit and Loss report should now appear in Microsoft Excel. 



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