You have created a Consolidation of your companies on Agicap and you want to present the consolidated cash flow forecast to your management?
You can export your Consolidation in Excel format in just a few clicks. 👍
✨ The 1st quick solution: Export directly from your consolidation!
When you access your consolidation, you can view all the aggregated data of your companies in the Dashboard. A simple click on Export allows you to download an Excel file including your forecast table and your cash flow curve. 📈
✨ The 2nd alternative solution: Export your consolidated data from one of your companies!
You can click on Export my data, accessible via the gear wheel ⚙ at the top right of the blue banner. From there, all you have to do is select the Export Type: Consolidated and choose the different data you need. 🔥
💡 Good to know: When you export your data directly from the consolidation, it is necessary to edit your consolidation as well, if you want to change the export period.