Data from the AR Detail tab can be exported to either a Microsoft Excel worksheet or to an HTML file viewed through the system default browser.   

 

The Export To option is available through the right-mouse click options.

 

 

The data will be arranged in the output as it appears within either data grid.  Data in columns not appearing in the data grid will not be exported.

 

When exporting to Excel, only the invoice-level record will be listed in the output file; document-level data will remain collapsed. 

 

 

Exporting to HTML will contain document-level records depending on whether the data is collapsed or expanded.

 

Tip:  To view all invoice and document level records, select the Expand All option and then Export To > HTML.

 

Figure 48: Sample Export To > HTML output