You can export the Financial Overview report data to another file format. This type of export is not readily available for use to import data into accounting interfaces, but is simply to give you another means to keep or view the report.

NOTE: Exporting of data for importing into an accounting interface should be done from the Shift Detail report.

Follow these instructions to export Financial Overview report data:

1. Log on to WashConnect®.
2. On the Financial menu, click Register Reports, and then click Financial Overview.

The Financial Overview tab appears.

3. Make your selections and view the Financial Overview Report. 
4. Click the Expand or Contract (-) button, until the necessary information appears.
5. From the toolbar, click the Export button.
6. From the list, select one of the following formats:

• XML file with report data
• CSV (comma delimited)
• PDF
• MHTML (web archive)
• Excel
• TIFF file
• Word
  The File Download dialog box appears.

7. Click Open to view, and then Print or Save the file.
   –or–
   Click Save without viewing the file.
   –or–
   Click Cancel.

See Financial Overview Example to learn how this report is unlike any other POS system report.