Report Exports from accounting software NewViews 2

Post date: 2019-07-16 11:25:25

Accounting software package NewViews 2: I'm trying to find out if this software can output (export) a report in excel, without also downloading the line items that make up the report. Just an output of the high-level, rolled up data that the report displays in NewViews.

I've searched across the internet for some documentation, tutorial or forum that could answer this question, with no luck other than some vague wording in the NewViews user guide.

I don't own or have access to the software. If I could buy the software, I would; it's just that I don't have a PC desktop to install it on. I'm part of my housing cooperative's Finance Committee, and we're having a dispute with my co-op's staff about what can be done with exports from their software. The staff is saying that such an export will reveal "confidential information," and are resisting providing us this data based on that argument. But from my reading of the software documentation's vague wording (user guide), it appears that the New Views 2 report statement the staff provides us (which is printed on paper) will export to excel with no additional data. We are requesting this from staff so that the Finance committee can analyze the data for monthly trend analysis.

Anyways! In a week, I'm appearing in front of my co-op's board to state my case and argue my committee's position. Hopefully, I can get a concrete answer to this question by that time so that the co-op staff doesn't try to run circles around me during the board meeting due to my lack of knowledge about NewViews software!

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