Exporting reports to Excel (csv)

[Neil Merchant]

For the first time ever, I have a need to export Money reports to Excel. I find that the csv that results from clicking "Export to Microsoft Excel" contains every possible column, whether it's populated or not. For example, if I choose Payees for the columns, then I get a column for every payee I have, regardless of whether there's a transaction for that payee in any row cell.

Any suggestions on how to avoid that happening?

Thx  Neil

[joe dempsey]

That would be normal as otherwise in Excel a column would contain different types of values - this is contrary to all good database design philosophy 

[Bill & Michelle Becker]

Neil,

I have seen this happen with certain reports.  It's usually possible to work around it.  What, exactly, is the report that you are trying to export?

Bill Becker

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[Bob Smiley]

Have you tried to customize the report to remove unwanted columns before exporting? when I tried exporting a report that did not show some of the possible items, the export did not have them. It only exported what I told it to export.

[Cal Learner]

Another way to get information from a report  is to right-click into the report, and choose Copy. Then in a spreadsheet, click Paste.

This way you don't go via a file.

As Bob points out, you can Customize the report. If it is something you see doing again, maybe save the Customized report as a favorite.

For a one time deal, it is easy to delete columns in Excel.

As to the multiple column thing -- one for each payee, I cannot replicate that. The Transactions by payee report gives a single Payee column. If you are using "Essential" reports, I suggest Reports->ChangeReportSettings->SwitchFromEssentialToAdvancedReports. I think most of us use "Advanced" reports.