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Exports

Learn how to utilise exports to analyse data in more detail.

Updated this week

Downloading a table

It is possible to download your current view in Tables to an Excel file. Find the download icon top right. Select the option either Including GLs or Excluding GLs. In the Excel file rows of subclasses can be hidden. Use unhide to expose these. Downloading to Excel can take a moment.

Introduction

Finstack’s Excel export feature aligns with the platform’s look and feel, making financial reporting clearer and more structured. The updated export includes:

  • Grouped General Ledger Accounts (GLAs) for easy expansion/collapse

  • Highlighted totals for quick insights

  • A convenient cover page summarizing your download details

Step-by-Step Guide

  1. Navigate to Finance → Reporting (e.g., Profit & Loss, Balance Sheet).

  2. Click the Export (download) icon in the top-right corner.

  3. A dropdown will appear with multiple export modes:

  • Including GLAs – Full detail at the GLA level

  • Excluding GLAs – Summarized view with GLAs collapsed under main categories

  • By Cost Center (CC) – GLAs grouped by cost center

  • End-Year – Includes end-year data alongside monthly/period breakdowns

  • As Data Table – A simplified table layout, ideal for pivot tables

Export Including GLAs

  • Select "Including GLAs" from the dropdown.

  • The exported file will include a detailed breakdown of each GLA, with + / - icons to expand or collapse groupings.

  • Highlighted totals make it easy to scan key figures.

Export Excluding GLAs

  • Select "Excluding GLAs" from the dropdown.

  • This mode provides a high-level summary (e.g., Revenue, COGS) without GLA-level details.

Review the Cover Page (optional)

  • The first worksheet provides key details, including:

    • Selected entities

    • Date range

    • Scenario

    • Download timestamp

  • This ensures easy reference when reviewing reports later.

Best Practices & Tips

  • Use the cover page: Quickly confirm which entities, scenarios, and dates you’ve exported by checking the cover page.

  • Leverage grouping: If you only need top-line numbers, keep GLA details collapsed. Expand them if you want granular insights.

  • Choose the right export mode: Select “Including GLAs” when you need detail, or “Excluding GLAs” for a cleaner, summarized view.

  • Share easily: The new formatting makes your exported file more readable for team members who aren’t in Finstack.

FAQs

1. Can I export multiple reports at once?

Currently, you export each report individually (e.g., Profit & Loss, Balance Sheet, Cash Flow). If you need multiple reports, just repeat the export process for each report.

2. How can I see more granularity for certain GLAs?

Use the “Including GLAs” export mode, and then in Excel, click the + icons next to each group to expand to GLA-level detail.

3. Why do some rows appear hidden?

Finstack automatically groups GLAs under headings. You can expand or collapse them in Excel. Unhide rows in Excel if you want to see everything at once.

4. Is the cover page customizable?

Not at the moment. The cover page is generated automatically to include key details such as the selected entities, date range, and scenario.

5. Can I change the fonts and colors?

Yes, once downloaded, you can freely modify any formatting in Excel. However, Finstack’s default styling is designed for clarity and consistency.

That’s it! You’re now ready to make the most of the new Excel export format. If you have any questions or run into any issues, feel free to reach out to our support team.

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