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  • Section: Reports & Forms
  • Last updated: June 27, 2019, 6:16 p.m.

Send Reports to Excel: Calculations

When you send a report to Microsoft® Excel, you may want to add extra calculation columns. If you enter a formula, and it is not working (not calculating the column formula), it may due to a preference in Excel.

Activating Calculation Preference on Microsoft Windows

To activate this preference in Excel, go to your Tools or Formulas menu (at the top of your screen). Choose Options and select Calculation; set this to Automatic. Excel will now calculate formulas from an AccountEdge report.

Activating Calculation on Mac OSX

To activate this preference on Mac, go up to the Excel menu (next to the Apple menu) and choose Preferences. Choose Calculations. Set the preference to Automatic.