Export Data in Version 9

In V9 of WorkBook, it’s easier than ever to export data.

Export a grid

Any grid within WorkBook may be exported using right-click functionality, as shown here:

When you select “Export Data,” you may choose from three different file formats: XLSX, PDF, and CSV.


Checking off “Group data” allows you to choose whether you want to keep the data grouped or not as is reflected in your selected grid. The data that is exported will be a direct reflection of the information within the grid; any columns that have been “hidden” or moved will retain their intended format in your exported document.

“Group data” checked


“Group data” unchecked


Exporting raw reports to Excel

You still are able to export your reports into Excel , the same as in V8 as detailed in this help desk article. Please note that this is a raw data output from the database. Just hit the printer icon 2 to open the report sidebar, and select the Excel output 1.


Exporting PDF reports to Excel

Right now WorkBook does not support direct 1:1 exporting but there is a cheap workaround.

Adobe Acrobat offers a $1,99/month solution that can convert reports from PDF to Excel. You may find it by following this link.

The way it works is, that you print the report as a PDF as you normally would, and open it up in Adobe Acrobat. Find the “Adobe Export PDF” and select “Microsoft Excel (*.xlxs)” and press Convert.


It’s not perfect, but with a little manipulation it works.


Export using an SQL connection

To setup a connection to a SQL server you can open Excel and select the option below. You will need to know server name / server IP and a username and a password to access the data.

Once you have established a connection, you can chose the tables you want to export. If you have questions about where to locate specific data, please contact us and we will be happy to help you.


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