Export Reports to Excel

Reports Overview | Run a Report | Export List Data

You can export report data to Microsoft Excel, allowing you to further manipulate the data in that program.

Note: For this option to be available, a full licensed version of Excel must be installed on the workstation running the report.

To export a report:

1. Run the report normally, using the modify report option to select the columns and filter the data to be included in the export.

2. With the report displayed, select Excel from the top toolbar.
   
   Once the report is in Excel, you can utilize the many Excel features to manipulate and customize your data. Refer to the Excel help system for instructions to:

• Take advantage of extensive filtering capabilities

• Combine information from multiple reports

• Change the order of report columns

• Add comments