Univex NeatDesk manual Save Exporting to Excel, Creating an Excel Map, Exporting to an Excel Map

4.Use the Save In dropdown list to navigate to the folder in which you want to save the exported file.

5.In the File Name dialog box, type a new file name, or accept the default name suggested.

6.Leave Receipt or Document Folder Files (*.nrx or *.nrf) or Zip Files (*.zip) as the file type in the Save as type dropdown list and click on

Save.

Exporting to Excel

Before exporting to Excel, you must first create a plan that describes how your NeatWorks data will flow into the Excel program. This plan is called a map. Mapping is the process of associating one set of values or format (in this case, NeatWorks data) to a different set of values or format, such as Excel. Once a map is created, you can use it whenever you like. You can create as many maps as you need to accommodate your data.

To learn more, see the following topics:

•Creating an Excel Map

•Updating an Excel Map Name

•Exporting to an Excel Map

Creating an Excel Map

To create an Excel map, do the following:

1.From the Tools menu or the Toolbar, choose Personalize and then select the Export Maps tab on the Personalize screen that displays (pictured at the very bottom of this page).

2.Under the Step 1 heading, click the New button. The New Excel Map dialog box opens.

3.Type a name in the Excel Map Name field and click Create.

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