Export a financial analysis to Excel

Sparkrock 365 provides the capability to export a financial analysis to Excel so you perform further analysis.

To export a financial analysis to Excel

  1. Choose Lightbulb that opens the Tell Me feature., enter financial analysis, and then choose the related link.

    The Financial Analysis page opens.

  2. In Data Set, specify the data set for which you want to perform a financial analysis.

    For more information about data sets, see Developing Business Central report layouts and datasets.

  3. As required, specify filters.

  4. Choose View Data.

  5. To export the data to Excel, choose Open in Excel.

Financial analysis

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