Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis
Most often when I extract XERO finance reports I have to strip out all of the headings and totals in order to get to the raw transaction data for further pivot analysis and data refinement. Having a raw data dump (i.e., excel or csv format) as an option to the formatted files would save considerable time for users doing pivot analysis, multi period or year comparisons, adding calculations and additional columns, preparing charts, and just trying to summarize the data in a different way.
Lisa Kopecky
shared this idea
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Jane Stergio
commented
There should be an option to export any reports as csv where there is an option to export as Excel.
If the data being exported is to be imported into another system which requires csv, having to edit the file each time is time consuming and unnecessary. -
Andrew Syme
commented
Provide the export to excel as RAW data exports eg Pivot Table Ready to assist with analysis of Organisations data. Having to go thru each export and remove formatting, control break data, ungroup data before it can be used to provide input into analysis spreadsheets.
Excel is a data analysis tool, not a Publishing / Report tool.