Viewing a Financial Statement in Excel

ERP Cloud
  1. When viewing your financial statement, click Export All to export the data displayed in your Summary and Detail tabs, or Export Summary to export the data displayed in the Summary tab only. If you select Export All, your drill filter details are included in your CSV.
  2. Open the CSV file in Excel.
  3. In the Excel ribbon, click Data.
  4. Click From Text/CSV.
  5. Select your CSV file.
  6. Click Import.
  7. Review the preview and click Load.