Export data to Excel

You can export data from every Visma.net ERP table to a Microsoft Excel spreadsheet at any time, as described in this topic.
For more information about integration with Excel, see: About the integration with Excel.

Visma.net ERPuses the spreadsheet format introduced in Microsoft Office 2007, so if you use an earlier version of Microsoft Office, you should install the appropriate plug-in.

1. Open the window which data you want to export.
2. In the top part or selection area (if the window has such an area), use the window 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: About the presentation of data.
4. In the table toolbar, click
5. Follow the necessary steps, which depend on your browser and settings, to download the Excel file with the exported data.