Exporting to Excel

After you have run your report you can export the data to an Excel spreadsheet. If the reporting page has dollar amounts and the total displays at the bottom of the page, it will be included in the Excel worksheet. When the spreadsheet is open, you can view, edit, analyze, print, and/or send it as an e-mail attachment. As a reminder, Excel has a limit of 65,000 records.

To export a report to Excel:

  1. At the bottom of the page, click the Excel i_excel.gif icon.

Depending on your computer settings, one of the following happens:

  1. Do one of the following:

  2. Click Open.

  3. Click Save and continue with the next step.

  1. In the Save in box, select your folder.

  2. In the File name box, type the filename, or accept the default.

  3. In the Save as type box, select Microsoft Excel Worksheet.

  4. Click Save.

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