Exporting to Excel for Robust Reporting

The Excel export can be used as an alternative to generating reports through the Report Designer, and is available on most tables. Instead of editing a report and choosing the data fields to include, exporting to Excel allows you to easily select the data to export, and allows you to group and sum fields to see totals. Excel gives you even more flexibility and control over how your data is represented. Reports created using this method can be exported for use in other Building Department databases.

The software manual – located through your Help menu (View Documentation>Manual) – provides an instructional topic on how to export to Excel. This blog article will highlight some of the features.

Tables can be filtered prior to running the export, and edited once you’ve launched the export. Filters are addressed in a previous blog article by Adam Bengal (http://bsasoftware.com/Blog/articleType/ArticleView/articleId/720/Help-with-Filters). Your software manual also provides information on filters.

Titles can be saved/edited for the export:

A large variety of fields are available for selection, and may be ordered for export in any manner you wish (there are rules for ordering fields when exporting for charting purposes; this is addressed in the software manual):

If you choose to Group By a particular field, a summary sheet will be provided along with a sheet for each type. For example, if you “Group By” Permit Type, and four permit types are exported, you will have five sheets: one for each type, and a summary of all:

Field names can be changed to appear less cryptic on the Excel spreadsheet:

Totals can be shown (i.e., total number of permits issued or total amount of permit fees collected):

Jeremy Latuszek