Exporting data to Excel

You download lists and analyses as Excel files in Swiss formats, for example for the owner, the fiduciary or your own analyses. A list export always contains every row that matches your current filter.

1. 1

   Open the "Properties", "Units", "Contacts", "Tickets" or "Tasks" list and set the search and filters as needed.

2. 2

   Click "Export to Excel". The file contains every matching row, not just the page shown.

3. 3

   For the rent roll, click "Rent roll (Excel)" in the property list or in a property, choose the "As of" date and get rents, service charges, deposits and vacancies with totals per property. The "Rent roll" report offers the same export.

4. 4

   You export the distribution of a service charge statement across the tenancies in the settlement period with "Excel (distribution)".