You can download any report in Joiin to Excel, or print it and save it as a PDF, from the Export menu at the top right of the report. Report Packs have their own download icon, covered at the end of this article.
Downloading a report to Excel
1. Open the report from the Financials or Sales & Purchasing menu on the left.
2. Set your filters in the box at the top of the report (Companies, Currency, Report period and Eliminations), then click Apply Changes to run the report. If you’ve run the report before, it will run automatically with your last-used filters.
3. If needed, use the Layout button to pick a layout and the Columns menu to add columns such as Change, Budget & Forecast, Total or Average.
4. Click Export at the top right and select Excel.
Row and column totals are included as Excel formulas. If you’re using Custom Layouts, KPIs or Non-Financial Data, some formulas may include hard-coded values, and a note will be added to the cell explaining the value.
If a report is too large to show on screen, use Export to Excel on the card that appears instead.
Saving a report as a PDF
1. Run the report as in steps 1 to 3 above.
2. Click Export at the top right and select Print.
3. In the print dialog, change the Destination to Save as PDF. You can also set the orientation (portrait or landscape) and paper size here.
4. Click Save to download the PDF.
In the latest version of Joiin, which is currently being rolled out, the Export menu also has a PDF option. On a Saved Report, Page Settings… at the bottom of the Export menu lets you set the PDF’s page layout.
Downloading a Report Pack
1. Open the Report Pack from My Reports & Packs, or find it in the list on that page.
2. Click the download icon at the top right of the pack in Builder mode, or the download icon next to the pack in the My Reports & Packs list.
3. Select PDF or Excel.
The Excel file has a separate worksheet for each report in the pack. Charts, images and text aren’t included in the Excel version.