You can export a summary funding sheet, which is a CSV file containing the rows (funds), columns and data on the funding sheet. You can do this in a company, project or shell funding sheet. Summary funding sheet information cannot be re-imported.
To export a funding sheet summary
| 1 | Open the company, project or shell funding sheet. |
| 2 | Click the Export button and then choose Summary Fund Sheet. |
| 3 | Read the confirmation message and then click Yes to continue. |
You may choose to open the file in a compatible program such as Microsoft Excel to review it before saving.
| 4 | Click Save and specify the location in which to save the CSV file. |
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