This topic describes the basics of exporting ManagePLUS reports to Microsoft Excel (.XLS) files, a popular file format for loading spreadsheet data into Microsoft Excel and most other spreadsheet programs.

ManagePLUS for QuickBooks lightbulb Exporting reports to Microsoft Excel

Don’t have Excel or another spreadsheet program?


If you don’t have a spreadsheet program, here are some free alternatives:


· A free Excel viewer is available for download from Microsoft, complete with full spreadsheet viewing and printing capabilities. Go to and search for “Excel viewer”.


· has a free open-source suite of office programs (with capabilities similar to those in Microsoft Office), which includes the OpenOffice Calc spreadsheet. You can download the entire suite of programs for free, from

Exporting a report to Microsoft Excel

To export a report to a Microsoft Excel file (and optionally load it into Excel or another program, for viewing):

1. Open (create) a report if you don’t already have one open in ManagePLUS.

ManagePLUS for QuickBooks htrepexportmpreport2 Exporting reports to Microsoft Excel

2. Click on the Export button to see the available export commands.

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3. Choose As Microsoft Excel file…
A Save As dialog will open, to let you provide details for saving the file.
4. Choose a location (folder) where you want to save the file, and enter a name for the file.
Use a file name that will remind you of the file’s purpose.

ManagePLUS for QuickBooks htrepexportsaveas2 Exporting reports to Microsoft Excel

5. Click on the Save button in the Save As dialog.
ManagePLUS will show the Export dialog, where you may control various export settings.

ManagePLUS for QuickBooks htrepexportexportdlg Exporting reports to Microsoft Excel

6. Choose the settings you want, then click the Export button to export the file.

 If you check marked the Load for viewing option, the exported file will automatically be loaded into Microsoft Excel (or whichever program is associated with Excel .XLS files on your computer).

ManagePLUS for QuickBooks htrepexportexcel2 Exporting reports to Microsoft Excel

ManagePLUS for QuickBooks starblue Exporting reports to Microsoft Excel When loaded into other spreadsheet programs, ManagePLUS reports will be formatted a bit differently, simply due to program differences.

See also:

Creating and printing a report in Quick Start Basics

Export dialog in the Dialogs Reference

Exporting reports to Microsoft Excel