Export to Excel II: Catalog of Operational Dumps

Export to Excel II: Catalog of Operational Dumps

Summary: Use the large set of Excel dumps (rates, open invoices, server activity, WIP, etc.) for operational analysis.

Quick answer

Open **Export to Excel II** to access dozens of prebuilt “dump” spreadsheets including WinServe billing rate, open invoice, server activity, WIP, and more.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Reports ▸ Export to Excel II**.
    media/reports-export-to-excel-ii-catalog-01.png

    [Insert screenshot for Step 1]

  2. Select the needed dump (e.g., **Winserveplus Billing rate report**, **Open Invoice Combined**, **Server Activity report**, **WIP report**).
    media/reports-export-to-excel-ii-catalog-02.png

    [Insert screenshot for Step 2]

  3. Set any parameters and run; the system outputs an **.xls** file for analysis.
    media/reports-export-to-excel-ii-catalog-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Excel opens with the expected columns per selected dump.

Troubleshooting

If a required column is missing, check the other related dumps or request a **Custom Excel Report**.

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