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Preparation of reports and business plans

Graphics
Reports in Excel
Reports in Word

Preparation of reports and business plans. Reports in Word


Export plans to Word

After planning is completed, it's time to start preparing reports for the future business plan, including in the text editor Word.

In Budget-Plan Express, the process of creating business plans in Word is maximally automated. The first stage creates a document in Word, where the marked tables are exported - in that currency and in the language ("Russian", "English" or "user") that the user has chosen. At the same time, the business plan is a "free" report, not limited to the standards, and includes a whole range of materials and illustrations - analytical text, conclusions, table fragments, graphs, risk analysis, variant analysis, etc.

Finalization of the business plan for the project, including the layout of the material, design and design - these are the following stages, which may take much longer. However, most of the "routine" work on creating financial tables for you will make the program.


Exporting to Word

To prepare a report in Word, you need to call a special form where you need to specify the export options for the future business plan. To call the export form, go to the menu: "Main menu → «Reports» → «Post report in Word»".


A business plan is a free report, not limited to the scope of the standards, and includes a range of materials and illustrations of the analytical text, conclusions, fragments of tables, graphs, risk analysis, contingency analysis, etc.

In the form of preparing the export of a report to Word, check the corresponding boxes, as shown in the figure, and also the report currency and period.

To create a title and a title page, select the corresponding checkbox and write (or select from the list) the name of the report. Since the report will be created in Word, the title settings are perhaps not so significant, because the final layout and editing of the report is done in the Word editor itself.

The process of creating business plans in Word is as automated as possible and is created in any currency and in any language (Russian, English, etc.)

The export procedure will take some time, depending on the number of periods and the number of marked plans. Running a full report can last about 5-10 minutes. It is recommended to create reports in Word for each plan or in parts, for example - operational plans, financial reports, etc.

The export procedure will take some time

If the reports use different languages ("Russian", "English", "User"), you first need to translate the texts of tables using a special procedure «Translit».

The business plan includes analytical text, conclusions, drawings, risk analysis, contingency analysis, etc.

Stages of the export procedure are translated in the status line of Word. If the procedure is successful, a message will appear in the status line: "The procedure for creating the report is completed!"

During the procedure, it is not recommended to click the mouse inside the Word editor before the end of the export procedure.


See also: "quick" graphics and export plans in Excel.




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