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Export financial documents
This screen allows you to export financial documents, according to filters and in several different formats.
No view can be set for this export.
Rights required :
Consultation of a financial document
Only financial documents added to a project will be exported. If projects are selected but no financial document are selected, then the export will be empty.
Here are the fields found in this export screen:
financial document Project Compress the attachment if sending by email Keep the "rich text" format Button name | Description |
|---|---|
 | A pane appears, allowing you to select one or more, or even all, of the financial documents. You can also perform a text search to find them. |
 Filter financial document) | Here is the list of filter criteria (by default) that can be used to select items for export:
- |
 | A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects. |
| Filter (project) | Here is the list of filter criteria (by default) that can be used to select items for export:
- |
CSV by email | This button sends the exported data in .csv format to the e-mail address of the logged-in user. |
CSV | This button downloads the export of this data in .csv format: |
Excel by email | This button sends the exported data in .xlsx format to the e-mail address of the logged-in user. |
Export to Excel | This button downloads the export of this data in .xlsx format: |
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If no financial document or projects are selected (via the filter criteria) and you click on CSV or Export to Excelthen the file will contain only header lines with no data. No error message or information will be displayed.