Merging financial reports

The financial reports generated in the Believe Backstage contain the financial data relative to each month. Therefore, you may need to merge them if you wish to have more than a month of data in one single report. To merge your reports, follow the steps below:

1. Download your reports

1. Connect to your Backstage
2. Go to the Finances > Reports tab
3. Download the reports you wish to merge (ex. Q1 and Q2 2021)
4. Add the « .zip » files into a folder
5. Extract the reports

2. Check the format

Make sure that your reports are all in the same format:

• The files must all have UTF-8 encoding (unless your reports contain special characters, such as Cyrillic characters, on which case chose "None" in the file encoding)
• The separator must be "." for decimals on english-language Excel and "," for french-language Excel
• ";" column separator
• The order and names of columns must be the same on all reports
• The UPCs must all contain 13 characters and have a Text format
• Make sure all numerical cells have a Number format and all the text cells have a Text format

3. Merge the reports

1. Make sure all the reports are formatted correctly (according to the specificities above)
2. Go to the end of the newest report
3. Select and copy the complete content of the second report to merge (keep a chronological order)
4. Paste the content (without formatting) on the first empty cell of column A of the first report:
   
5.  Check that the order of the columns is correct and erase the following line:
   
6. Save the new file (.csv or .xlsx formats, depending on your needs):
   

You may repeat this operation multiple times if you wish to merge several reports into one file.

Note that Excel doesn't support files that are have more than 1 million lines. If your files exceed this size:

1. Repeat the previously-explained steps, but, instead of Excel, use your computer's notepad:
   
2. When you're done, you may change the extension from .txt to .csv. Make sure the encoding is UTF-8:
   

For more information on how to import .csv files into Excel, you may consult the Microsoft support page.

• Import data from a CSV, HTML, or text file
• Import or export text (.txt or .csv) files