There are three ways that you can do this:
Use Automation to create logic to perform the following functions:
Collect data from the field devices or from a Historian database.
Convert the data to a CSV file using Automation
Use Automation to convert CSV to an Excel file ( Automation Excel data merge)
Use Email Function block to send the file as an attachment to the destination
Set up an Automation Business Workflow to execute steps a, b and c in the above steps.
From the HMI screen create an Express view for the accounting staff.
Set up a vb script in a button animation to trigger the above Automation Business workflow.
Configured the business workflow to send the content of the CSV file to the string
In the HMI screen vb script, parse the incoming string and write it to HMI real-time table to show this information in a tabular form
From the Automation engine, collect the data and write the values to a set of system points.
Create an HMI screen and map all these points to different tags or use a real-time table to show the value of these tags in a table.
Create an Express view for the Accounting staff.