The main table's ordinary export creates an Excel file with selected columns. It works for open and closed revisions with viewing and separate export permissions. The top “Download” button with an INV selection creates a different document.
Prepare rows and columns
- Open “Accounting → Revisions” and the required card. Check its number and office.
- In “Revision items”, set search, filters and sorting. The file includes all matching rows across all pages, not only visible ones. Row-selection checkboxes do not limit the export.
- Use the gear to open “Configure table”. “On screen” and “In Excel” have independent selections and order: select the fields and check their file order. “Same as on screen” copies the screen columns into the Excel list.
- Click “Apply” for the current settings, or save a view using “Save view”/“Save as...”. Each list must contain at least one column.
Download and verify
- Click “Export” in the main table toolbar. It creates an XLSX file with a limit of 50,000 matching rows. For a larger list, narrow the filters and separately verify that the files cover the required contents.
- Open the file and check columns, order and contents against your filters. The separate “Surpluses” table is excluded.
- Open the table's export history. Check the file, row count and author. This source's history is shared across the account, not limited to the open revision. Downloading again returns the saved file; a new export is generated afresh.
Distinguish saved and current details
Names, appraisals, prices and jewelry properties come from the list saved when the revision was created. “Condition at revision” is the inspection result, such as “Unchecked”, “Absent” or “Matches declared condition”.
“Current condition” and serial number/IMEI come from the currently accessible product, even for closed revisions. If the product changes, is deleted or becomes inaccessible, those fields may change or become empty. A new export of a closed revision therefore need not match an earlier file.
When an official document is needed
For a INV form, use the top form selector and “Download”. That path ignores filters, selected rows and ordinary table columns. Its files are saved separately and do not appear in the main table's export history.
If export fails, check export permission, revision access and selected columns. For investigation, keep the revision number, office, filters and error message.