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Find the category "Office Brands Business Planning Workshop" in the reports browse on the store. Highlight the "Budget worksheet data generator report" in the list of reports displayed. Click on the "Download" button to download the report to your Readysell system.
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You should now be able to see the report in your reports list
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Running the report
Click on the "Run report using filter button". While you can filter the data on the report, this report is setup to be as easy to run as possible. If you don't select any filter options, the report will run for the current financial year.
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When the report previews on your screen. Click on the export button and export the result to Excel.
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Now start planning!
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