How To: Export the Profit and Loss by Node Analysis

Table Of Contents

Introduction
The spreadsheet columns look too narrow
Data is missing from the export

Introduction

The Accounts Tree view within the Profit and Loss screen can be exported to a CSV file for use in spreadsheet applications such as Microsoft Excel.
Exporting the data allows you to perform further analysis, create custom reports, share information with colleagues or retain a copy of your Profit and Loss information outside of Khaos Control.

Export the Profit and Loss Accounts Tree

  1. Open an Accounts screen (show me how).
  2. Open the [ Profit and Loss | Accounts Tree ] screen.
  3. Set the required filters, such as date ranges or reporting criteria.
  4. Click the Open Folder button to populate the grid with data.
  5. Right-click anywhere within the grid and select Send to Notepad from the context menu.
  6. In the Export Columns window, choose which columns you want to include in the export.
    • Tick columns to include them.
    • Untick columns to exclude them.
  7. Select Comma Separated as the export format.
  8. Choose a location to save the file.
  9. Click OK to create the CSV file.
  10. Browse to the saved file and double-click it to open it in your preferred spreadsheet application, such as Microsoft Excel.

Result

The Profit and Loss Accounts Tree data is exported as a CSV file and can be viewed, filtered, sorted and analysed within spreadsheet software.

Tips

  • Only export the columns you need to make the spreadsheet easier to work with.
  • Apply appropriate filters before exporting to avoid exporting unnecessary data.
  • Save exports in a dedicated reporting folder for easy future access.
  • CSV files can also be imported into other reporting or accounting tools that support comma-separated data.

Troubleshooting

The spreadsheet columns look too narrow

When opening the CSV file in Excel, some information may not be fully visible.
To resolve this:
  • Expand the column widths manually.
  • Use Excel's AutoFit Column Width feature.
  • Adjust row heights if text is wrapped.

Data is missing from the export

Check that:
  • The correct filters were applied before running the report.
  • The Open Folder button was clicked to refresh the data.
  • The required columns were selected in the Export Columns window.

Additional Information

The exported file is created in standard CSV format, making it compatible with most spreadsheet applications, including:
  • Microsoft Excel
  • Google Sheets
  • LibreOffice Calc
  • Other reporting and business intelligence tools


See Also


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