Viewing Your Report in Microsoft®Word or Microsoft®Excel

Viewing your report in Microsoft®Word or Microsoft®Excel gives you access to more tools allowing you to add color, highlight sections, change fonts, and make other changes. If you view your report in Microsoft®Excel, the formulas NetSuite used to calculate totals are exported as well.

To View Your Report in Microsoft®Word or Microsoft®Excel

  1. On the Reports page, click the name of the report you want to view.

  2. In the footer of the report, select Export -Microsoft®Word, Export -Microsoft®Excel, or Export -PDF.

  3. When the File Download window appears, click Open.

    Example of a report in Excel.

Related Topics

General Notices