File > Export
This menu option lets you save components of your plan, or the entire plan, to another format, such as HTML (Web format), a Microsoft Word document, or a series of image files. We recommend that you export a plan only after you have completed it in the planning software, where our built-in formulas and help at every step assist you in creating appropriate financial forecasts.
NOTE: Export to Microsoft® options are available only if those products are already installed on the user's machine.
TIP: EXPORTING A REPORT?
If you want to export a report (like a Presentation), start with the Reports Dialog. Click on the Reports button on your plan toolbar to access this dialog.
On the File menu, click Export.
From the Export Dialog:
- Highlight one of the Export Options from the list; a description will display below.
- Click the Next button to continue.
- The dialog will walk you through the process of exporting your plan.
- Once the export is finished, the file can be opened from the other program, if you have that program installed on your computer.
NOTE: Our technical support facilities do not include help working with exported files or with modifying them using other software.