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
- Open the company, project or shell funding sheet.
- Click the Export button and then choose Summary Fund Sheet.
- 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.
- Click Save and specify the location in which to save the CSV file.