EstateVal can export a report to Excel, to make editing it or sending it to other people easy.
EstateVal to Excel
To prepare EstateVal to export to Excel, select
Tools → Options... → Export, and set
Type to “Excel”, and
Path to the folder you want the export to be sent to.
Now that EstateVal is configured, enter and evaluate the portfolio as usual and select
File → Export → From EstateVal → [Report Type]…. to export the data. You will be prompted to enter an export file name and click
OK—EstateVal will then show “The portfolio has been exported.”
To load the exported file as a spreadsheet, open Excel and choose a Blank (new) Workbook. Click
File → Open and select the file from the folder you exported it to. (If you are unable to see the file in the Excel open dialog, select “All Files” from the drop-down at the bottom of the dialog and you will be able to see all files available.) Excel will ask if you would like to open the file anyway, since it’s in a different format that a normal spreadsheet—click
Yes. Choose “Delimited” as file type, hit
Next, select “Comma” as its delimiter then
That’s it! Your report is now in Excel. You can save it as a normal Excel workbook if you want, to make reloading later easier.