Excel Exporter provides facilities to export virtually all reporting information that is created by X9Assist into Microsoft Excel or a compatible spreadsheet program such as Open Office. This is a very convenient way to export the information created by X9Assist into a format which you can save for later reference, or forward to others.
Excel Exporter presents you with a menu where you can indicate the tables you would like to select from those are available within the application. One or more filters can be selected. If you want to select more than one filter table, hold down the control (CTRL) key and use you mouse to select the desired tables.
Once you have selected your tables, press the format button to initiate the export process. The Excel Exporter will generate an XLS file within the /temp/reports folder with a uniquely assigned file name (which is accomplished by suffixing a date/time stamp to the file name that is created).
Once the output workbook is created, the Excel Exporter will then launch the created XLS file allowing you to view the results and take any additional desired actions.
X9Assist has options that define how long generated reports will be maintained within the temp/reports folder. You can change this based on your requirements, with the default being three (3) days. Each selected table will be written to a separate worksheet within the overall workbook that is created. You can view the worksheet names at the bottom on the Excel screen. These worksheets relate back to the various X9Assist tables that were initially selected. The results can be reviewed or saved in your own Excel output file. Be aware that the Excel file that is created in the x9_assist/temp folder will be kept for a limited number of days. Hence you should save the resulting file if you will need it in the future.