Reporting
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      3. Reporting

      Three Reporting Methods

      Three are three ways to extract data and reports from PlanGuru.

      1.  Core Printing Functionality - Go to the "Reports" menu option from the top menu. From there you will be able to select from a wide variety of report types and formats, that can be printed to PDF or Excel. These reports are useful for reporting, analysis and presentation.

       

       

      2. Export Budget to Excel - Go to File>Export Budget to Excel. This report Exports the budget in a "raw" format for loading back into an accounting system or ERP.

       

      3. Advanced Reporting Add-In -  This add on module gives you the ability to build custom reports, charts and dashboards in Excel that run against your PlanGuru data-set.  For more information see this page