You can save any report as a Microsoft Excel file. This can be useful if you wish to further customize your reports or import reporting data in to other Microsoft Excel files you have created.
To save a report as an Excel file
- From any opened report, click the Excel button on the Task Button Bar. This opens the standard Windows Save As dialog.
- Click the down-arrow on the right of the Save in box to select the folder where you would like the file saved.
- In the File name box, enter a name for the file. You do not need to enter the file extension, but do make sure that the Save as type box reads “Microsoft Office Excel Files (*.xls)”.
- To access this file at a later time, open Microsoft Excel and navigate to the folder where your file has been saved. Open the file by double-clicking on the file name.