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How do I export data/reports, to present in buisness plans etc?
I would like to be able to export an overview, cashflow and profit and loss statement either to pdf or to word,excell. how can i do this?
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Inappropriate?At the moment the best you can do is print the relevant screens (your machine may allow you to print-to-pdf - our macs do).
It's not going to be too long before we have export to xml, pdf and excel available for our commonly-used screens. We've got a pretty neat way of creating these outputs at the moment which wouldn't be at all hard to extend.
We're also building our export-to-accountants tools, but export to Word is not on our list.
So - which screens would you want to see first?
I’m confident
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Inappropriate?I think export to accountants is really important. After my initial look, it seems to be the only thing missing for me. -
Inappropriate?Shane
I've posted an answer to this question on your other enquiry:
http://getsatisfaction.com/freeagentc...
I’m happy
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Inappropriate?i'd love to see export to XML (or even xhtml) for the invoices.
I know it's all possible via the API, but it doesn't come out of there with the extra client/project information associated with it that i'd want ideally.
(why do I want invoice xml? - so I can import it into an indesign template) -
Inappropriate?@Toby
A reasonably simple workaround for this would be to get the XML for the invoice, project and contact in three different requests, e.g.
https://you.freeagentcentral.com/invo...
https://you.freeagentcentral.com/proj...
https://you.freeagentcentral.com/cont...
Then paste them into a single XML file. You could even use the API to do this in a single call.
Would that work for you?
Out of interest, are you designing your own invoice templates in Indesign? Are our custom invoice templates not working out for you?
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Inappropriate?ah, those are interesting urls, didn't know you could get the xml without going through the api.
OT, no I am not designing invoices in indesign, I am still using my custom invoice template. Which I am happy with, i'd still like vector graphics and font support, but is not crucial.
However, pre-FAC, i was doing xml through indesign, and if there was xml export, i think i would probably have stuck to that method for speed/ease/consistency. -
Inappropriate?i found a simple select, copy and paste from the monthly profit and loss screen to excel works really well.
I’m happy
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