{"id":"data.excel-exports","app":"data","title":"Choose an Excel export package","summary":"Export a bounded slice of reporting data with the appropriate sheets and date range.","url":"https://www.simultem-apps.com/wiki/data#excel-exports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.excel-exports","resourceUri":"wiki://data/excel-exports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["xlsx","starter","operations","finance","dimensions","custom","row cap"],"sections":[{"title":"Export a workbook","steps":["Choose Export Excel.","The current Excel export covers the account. It has no property selector and does not inherit filters from the Report view. For a property-only workbook, filter the downloaded sheets by the appropriate property columns or arrange a separately supported export.","Select Starter workbook for dimensions plus near-term reservations, folios, room nights and inventory; Operations for operational/availability sources; Finance for folios and transactions; or Dimensions for properties, units and unit groups.","Use Custom to select individual sheets: properties, units, unit groups, reservations, blocks, maintenances, folios, transactions, room nights and inventory counts.","Set From and To for date-filtered sheets and choose a row cap.","Review table readiness/size, export and download the workbook."],"notes":[]},{"title":"Handle large or incomplete exports","steps":["If an export exceeds the cap, narrow the date range or choose fewer sheets.","If a sheet is missing expected data, check its Pipeline status and the selected package/date range.","Use a small reproducible export when investigating a particular record."],"notes":["Dimensions are exported without a date filter. Other sheets use their relevant date fields; compare like-for-like periods when reconciling.","Generated at in the workbook is the workbook creation time, not a source-data freshness watermark. Check each relevant Pipeline table’s last update and readiness separately."]}],"text":"# Data: Choose an Excel export package\n\nExport a bounded slice of reporting data with the appropriate sheets and date range.\n\n## Export a workbook\n\n1. Choose Export Excel.\n\n2. The current Excel export covers the account. It has no property selector and does not inherit filters from the Report view. For a property-only workbook, filter the downloaded sheets by the appropriate property columns or arrange a separately supported export.\n\n3. Select Starter workbook for dimensions plus near-term reservations, folios, room nights and inventory; Operations for operational/availability sources; Finance for folios and transactions; or Dimensions for properties, units and unit groups.\n\n4. Use Custom to select individual sheets: properties, units, unit groups, reservations, blocks, maintenances, folios, transactions, room nights and inventory counts.\n\n5. Set From and To for date-filtered sheets and choose a row cap.\n\n6. Review table readiness/size, export and download the workbook.\n\n## Handle large or incomplete exports\n\n1. If an export exceeds the cap, narrow the date range or choose fewer sheets.\n\n2. If a sheet is missing expected data, check its Pipeline status and the selected package/date range.\n\n3. Use a small reproducible export when investigating a particular record.\n\nNote: Dimensions are exported without a date filter. Other sheets use their relevant date fields; compare like-for-like periods when reconciling.\n\nNote: Generated at in the workbook is the workbook creation time, not a source-data freshness watermark. Check each relevant Pipeline table’s last update and readiness separately.","related":[{"id":"data.pipeline","app":"data","title":"Pipeline stages and table readiness","summary":"Identify whether Data is waiting for source data, export or report refresh.","url":"https://www.simultem-apps.com/wiki/data#pipeline","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.pipeline","resourceUri":"wiki://data/pipeline","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"data.reports","app":"data","title":"Use the embedded Power BI report","summary":"Navigate report pages and check filters and freshness before comparing results.","url":"https://www.simultem-apps.com/wiki/data#reports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.reports","resourceUri":"wiki://data/reports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}