In Attaché, for all modules, across all reporting and transaction screens, you have the ability to export reports to other formats such as Microsoft Word, Excel, Notepad, or PDF. To do this, follow the instructions below.
Export in Reporting screens
Export from Classic style reports
Using the example of the Customer Payments report:
Go to Customers, Reports, Transactions, Payments.
Enter your required parameters in the Options tab.
Click on the Output tab and select Screen, then click Print (F9). The report will display to screen.
Use the icons in the task bar at the top to export to your required format.
Export from DevX style reports
Using the example of the Customer Aged Trial Balance Detailed report:
Go to Customers, Reports, Periodical, Aged Trial Balance Detailed.
Enter your required parameters in the Parameters task area, and then click the Submit button.
When the report appears on screen, you can then use the Export options in the toolbar at the top of the reporting screen to export your report.
Export from Masterfile, Transaction screens.
In Attaché Masterfiles, you can export from the enquiry screens. Using the example of the Supplier Masterfile enquiry:
Go to Suppliers, Masterfiles, Suppliers, Enquire.
Enter a Supplier Code.
Click Trans (F5).
Click Output (F2).
In the Output device task area, select Screen, then click Print (F9). The report will display to screen.
Use the icons in the task bar at the top to export to your required format.
