How to convert an existing Report to an Excel Report?
HDPOS smart Tutorials
Reports are an integral part of any business. In HDPOS smart we provide you a list of reports supported
by both laser and dot-matrix printers.
You can also convert any of the existing reports to a report that can be exported into excel.
Below are steps that you can follow to convert any of your existing report to Excel.
1. Run HDPOS smart.
2. Click on Set-Up button in the Main Screen.
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3.
Select Report option from the 1st page of Set-Up.
4. Select a report that you want to see in excel (E.g. Let’s look for the report Item’s sales report
and convert the same to excel)Select the 1st report Item’s Sales Report and from the tool Strip
Reports menu select Clone
report can still be used) .
option (This is to make a copy of the report so the original
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5. You should see a copy of the report as shown below. Select the same and click on Modify
Report option from the tool strip.
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6. You will see Modify Report Screen. In this screen,
Rename the report to Item's Sales Report_Excel
Enter hot key as Ctrl + E (For this you have to click on Ctrl and E buttons.)
Click on Define Report Layout button.
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7. This will bring up the Report Layout Designer Form where you need to click on Remove Layout
option.
Click on Remove Layout will display a warning message as shown below. Click on Yes &
click on Save in Report Layout Designer Form to save the changes.
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8. Click on Update in Modify Report screen.
9. Press Ctrl + E to run the report or double click on the report name to run it.
10. In the screen that opens select the date range and click on Preview Report button.
11. You should see a report as shown below with a Save button. Click on Save to save the report in
Excel.
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12. In the Save As dialog box that opens select the location to save the excel report.
13. This will display a success message to confirm that the file has been saved and will open the report in
excel as shown below.
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