Exporting Data to Excel

An enquiry is used to view documents that have been added to IRIS Financials to record your establishment/organisation's transactions. From any of the enquiry windows you can export the data from the search results to produce reports.

This topic assumes you are familiar with running enquiries. For more information, please see Running a Detail Enquiry and Running a Document Enquiry.

The following example uses the Document Enquiry window but the functionality is the same for all enquiry windows.

1. On the enquiry window, select EXPORT.
   
2. The Save As dialog is displayed. Select a location to which to save the file, enter a name for the exported file in File name, then select Save to return to the enquiry window.