Exporting Your Reports (XLS, TAB, CSV)

Follow

So you want to export your reports in a form that's easily readable by Excel and other spreadsheet applications?  Great!  Here are some things you might want to know:

 

First off, let's check out where the Exports are.  They're under File>Export>Accounting, File>Export>Dailies, etc.  You'll notice that each of these export options will have a tag that looks like [TAB], [XLS], or [CSV].  These are all formats that are supported by Microsoft Excel and most other spreadsheet applications.


When you select a report to export, a window will appear that looks like this:

Export_window.png

In this window, you can select various options to export, depending on which report you're exporting.  In this example, a tour book is being exported in Tab-Delimited [TAB] format, and we have the option to display different types of schedule items (Day schedule items, Publicity schedule items, etc.).  Once you've selected everything you want to export, click the "Generate" button at the bottom of the window, then indicate exactly where you want to save your export.  The export itself may take a minute or two, depending on how large your export file is.  You can keep track of how far along your export is by checking the status bar in the very bottom left corner of your Master Tour desktop app.


Once your export is completed, Master Tour will ask you if you want to open the file using the default app, which may or may not be the app you want to use.  If you're unsure of your default application for XLS, TAB or CSV formats, it's probably best to click "No," then perform an "Open With" with the new export file.  

The "Open With" function is performed by right-clicking (PC) or ctrl-clicking (Mac) the exported file, then choosing "Open With" and the desired application.  If you do not see the desired application, you may have to click "Other..." and enable "All Applications" in the resulting window to use Excel or other spreadsheet apps.

 Export_settings.jpg

You can also select the "Always Open With" checkbox to make this your default app for opening that specific file type.

 

Then, your export will appear in Excel.  Be advised that you may have to do some formatting to make it easier to read, since this is raw data coming out of your Master Tour database.

 

TAB_in_Excel_small.png

Have more questions? Submit a request

Comments