Ability to export data to Excel from JIBE

March 23, 2022 General,Product Tips,

In JIBE, you can export your data from the data grid into Excel.

After the parameters have been set for the data you want to extract/export, select Generate and set the Billing Date.

Now that you have the data displayed on the screen, you can export this to Excel.

  1. Select Print
  2. From the toolbar, select the Export Document button
  3. Click onto the Excel extension (note there are other options to choose, for example, PDF file):

The Excel Export Options dialog box will display where you can update as per your requirements and then select Ok;

The Save As dialog box will display for you to Name and Save your Excel Worksheet with the Excel File Type you previously selected. 

A prompt will then appear where you can open the file directly:

Excel will open and display the data.