Aatrix :: Exporting Custom and EZ Reports 

Exporting Custom and EZ Reports

Learn how to export Custom and EZ Reports in Microsoft® Excel format.

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Custom Reports and EZ Reports created can be exported in an Excel spreadsheet file that could be sent to your Accountant for review.

    • Select the desired report under the "Custom" tab.
    • Set the desired Report Period.
    • Click on "Export" on the top tool bar.
    • In the "Save As", enter the name you want for the report and where you would like to save it to.
    • In the "Select Export Preference", select "Microsoft Excel" and save the report.
    • Send the report to your accountant for review.

Related Pages:

AATRIX eFile Website

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