Export options for Business Plan Pro Follow


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.


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.
Was this article helpful?
2 out of 6 found this helpful
Have more questions? Submit a request



Article is closed for comments.