1. Go to Reports -> Export Spreadsheets
2. Click Add New and then Yes to design new Report
3. Fill in Report Properties
   
   1. Name: As required. E.g. Sales Export
   2. Category: Billing
   3. Printer: Reports1
   4. Tablelink: Set table link as required
   5. Use Following Tables: Tick as required
   6. One Entry Per: Set as required
   7. Shared: Set to Yes
   8. Leave other setting as defaults
4. Save and Exit.

Running the Export

1. Go to Reports -> Export Spreadsheets
2. Select Category you have saved export under
3. Double click Export Name. E.g. Sales Export
4. The filters page will open. Select filters as required, eg. Bill Date Range
5. Click Next and Details for Export File will open
6. Fill in Export Settings. Depending on preference on combo can be used but standard setting are;
   
   1. Fieldnames in File: Tick
   2. Surrounds fields with: Double Quote
   3. Separate Fields with: Comma
7. Click Export and choose location and filename. Usually best to save to the desktop.
8. If using Vetlink on cloud you can then copy csv file to your local computer to open file in excel.
9. The export contains all columns so just delete what you don't need.
10. Remember to save as a xlsx file if you do any formatting or formula's.