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:
At the bottom of the page, click the Excel icon.
Depending on your computer settings, one of the following happens:
The report opens in Excel.
The report automatically saves to your hard drive.
The report opens in your browser in a spreadsheet format.
The Internet Explorer Information Bar opens.
If the File Download dialog box opens, continue with the next step.
Do one of the following:
Click Open.
Click Save and continue with the next step.
In the Save in box, select your folder.
In the File name box, type the filename, or accept the default.
In the Save as type box, select Microsoft Excel Worksheet.
Click Save.
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