Exporting Reports to Microsoft Excel Software

To export reports to Excel:

  1. In the All Reports window, select the report you want to export. The Report Criteria fields are displayed.

  2. Select the criteria.

  3. Click Generate Report. The report is displayed.

  4. Click Export. The Save Report to a File window is displayed.

  5. In the Save To File field, rename the file based on your office’s naming conventions. You must leave the .xls extension as part of the file name.

  6. Give each exported report a unique file name so that all exported reports are saved and can be used for future reference.

  7. Click Save and Ok.

To access the exported file, navigate to the folder to which you exported it.

 

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