How do I export my reports and listings to Excel?

Have you wondered how to export your reports and listings out from Triumph into Microsoft Excel for further modifications?

To export a report or listing into Microsoft Excel, what you first need to do is to open up the report/listing and preview it. In this example we are previewing the Debtor Trail Balance (D-R-B).

  1. Click on the “Export Report” button in the top left corner of the preview.
  2. Select “Microsoft Excel 97-2000 (XLS)” to export to Excel and the destination as “Application” then click “OK”.
  3. Click “OK” again when prompted for formatting options.
  4. This will bring up Microsoft Excel with your report loaded.
  5. From here you can save your Excel file for later use.

This works for all Crystal reports and listings in Triumph.

Note that on the cloud version of Triumph you can only view your reports in Excel. The full version of Excel is not installed or licensed for the cloud. In this situation, you can save the Excel file directly to your local computer if you have permission, or save it on the cloud, then use Windows File Explorer to copy and paste it back to your local computer.

How do I export my transaction enquiries to Excel?

There are times when exporting your transaction enquiry to Excel is needed, be it for more advanced filtering, or for sophisticated calculations.

This can be done with a simple click in Triumph. The Excel Export button  is available in all Triumph transaction enquiries, be it in General Ledger, Debtors, Creditors, Inventory, Job Costing, etc.

In the below example, we will use the Stock Transaction Enquiry. Now let’s make a start.

  1. Open the Stock Transaction Enquiry via the Stock Item Maintenance (I-F-A).
  2. Click on the Excel Export transexcel2 button on the Stock Transaction Enquiry.
  3. This should open up Excel with the Transaction Enquiry information displayed.

Note: The Excel Export button exports a .csv file, so if your default program to open .csv files is not Excel, it will open it in the default program.