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Exporting Previewed Reports to Word or Excel

Keystone includes the ability to export data from any previewed report to Microsoft Word or Excel.

To export a report

1. Choose the report you want from the list on the Reports screen.
2. Set the report options, if any, for that report.
3. Click the Preview button to view the report.
4. Then click the (Export to Word) button or the   (export to Excel) button in the Keystone tool bar to open Word or Excel and transfer the data to them.
   This sends the data to a document that you may then save or edit.

Some sets of report data aren't designed for use in spreadsheets largely because the data in those cases simply don't lend themselves to that format. In those instances, the Excel button will not appear.