Export Reports in Multiple Formats and Email Attachment Help Guide

-

How to Export any printable document or Reports to any other formats from Chanakya ERP 

In Chanakya ERP, We are providing a awesome feature of exporting any  print or report in multiple format like PDF,EXCEL,HTML,EXCEL and if you want to share that exported data with anyone you can send that data through email from the same window.
 Let's see, How its works.
  • Open any of Entry or Reports in Chanakya ERP
You will see two buttons for exporting on every window
  • Preview
  • Export

If you want to directly export your  Report in excel just 
  • Click on "Export Button"
A new window will popped up with all your Report Headings 
if you want to export Report with all Headings 
  • Click on ">>"
if you want to choose heading and make a custom report
  • Click on ">"
If you want to send that exported report to anyone 
  • Tick on Send Email (Exported File as attachment ) option
  • Click on Export Button
A new window will popped up and 
  • Now set a Folder Location for Export 
  • Click on "Export Button"

Once your export will be finished and another window will popped up
  • Enter email id whom you want to share your report.
  • Click on Send
Note: Your exported file will attached with that email automatically 

If you want to export your email in any other format 
  • Click on "Preview Button"
A new window will popped up with your report preview and "Send Mail", "Print", "Export" buttons


You can send report as attachment from here also 
  • Just Click on "Send Email"
and do the same procedures as we discussed earlier 
  • Print Button Will Print out you Report directly 
  • Click on Export Button
A new window will popped up with multiple exportable options
  • Click on Browse Button
  • Choose Exportation format (PDF,HTML,EXCEL etc)
  • Set File Location
  • Click on Export Button

For More Query/Support, Feel free to Generate Ticket or Call us on +91 8447740155

Thank You !


Comments

Post a Comment

Popular posts from this blog

Invoice B2C Help Guide

-
Image
How to Create/Modify/Cancel Invoice B2B in Chanakya ERP Create Invoice B2C Bill Click  on  Inventory Menu Click  on  Invoice B2C A new window will popped up  Select Billing Groups (If Multiple Counter is Maintained in Business)  Invoice Number  will be Created  (Automatically & Manual Setting in  Document Number Settings  option) Enter  Your  Invoice Date  -  (Current Date) Invoice Type : Inter State Invoice  for  Out of State  ( IGST will be Applicable ) and  Intra State Invoice  for  Same State  ( CGST & SGST will be Applicable ) Salesman: Press "F12" to Select Salesman from Salesman List In Reverse Charge Option   Choose "No"👇👇👇 Note :-Normally seller collects GST from Buyer and Pays to Government. However, In some cases, Buyer Pay GST Directly to Government, This is Called Reverse Charge in GST  In Normal Billing, Reverse Charge Should Be "No" Godown  ...
Read more

Invoice B2B Help Guide

-
Image
How to Create/Modify/Cancel B2B Invoice in Chanakya ERP Create Invoice B2B Bill Click  on  Inventory Menu Click  on  Invoice B2B A new window will popped up Select  Billing Groups   (If Multiple Counter is Maintained in Business)  Invoice Number  will be Created  (Automatically & Manual Setting in  Document Number Settings  option) Note:  If Yow Want to create Manual Invoice, Then Press "F2" on Invoice Number to create Manual invoice Enter  Your  Invoice Date  -  (Current Date) Invoice Type : Inter State Invoice  for  Out of State  ( IGST will be Applicable ) and  Intra State Invoice  for  Same State  ( CGST & SGST will be Applicable ) A/c Balance : Previous A/c Balance of Particular Buyer will be Fetched (Cr. & Dr.) Payment Mode : "Cash" & "Credit" Two Modes are available for Buyers . Salesman: Press "F12"  to  Select  Salesman   from ...
Read more

Chanakya ERP Installation Help Guide For Window 7 and XP

-
Image
Chanakya ERP software is Compatible with every version of windows Let's See how to install Chanakya ERP in windows 7 and XP Step : 1 Search for www.chanakyaerp.in  in google Click On Downloads Download Chanakya Setup and Database as per compatible to your computer. Step : 2 Once you have downloaded both of zipped applications, unzip that.. First, start your installation with database "SQLEXPRESS" Step : 3 Click on "SQLEXPRESS" Run as Administrator  After your clicking on  Run as Administrator installation of your software starts within 1sec. Step : 4 Click On Installation After the status bar filled with green color  Step : 5 Click on OK Again a new window will popped up  Step : 6 Click on "I accept the license"  "Next button" will be highlighted Click on "Next Button"   again a new window will popped up Step : 7 Click On Next again new window will popped up Step : 8 Click On Next again a new window will popped up St...
Read more