Generate a Customized Report in Excel

To generate a customized report in Excel based on specific criteria, start by choosing the relevant section from the menus on the left: Sales, Purchases, Clients, Human Resources, etc. You can then refine your search using the filters located at the top right.

Depending on the menu you choose, you can scroll to the bottom of the list and click on the Advanced Search option.

You can also use the gear icon at the top left, Module Headers Configurations, to select the fields you want to display in your report.

In the next window, choose the module and the fields to display in the list, then click Save and Close.

Once your data is ready, use the option at the bottom left to Export to Excel.