Exporting the report to Excel offers additional data elements that can be included in the generated spreadsheet.
- Check the Send to Excel checkbox
- Click Process Report.
- The Export Tool window presents.
- Select the desired data elements for the spreadsheet by moving them from the Available Fields column to the Export Fields column.
- Check the Open MS Excel radio button.
- Click Export.
- Excel will open in the background and populate with the report data.
- Completion notification presents indicating the export has been completed.
Note: Do NOT access the spreadsheet until the MS Excel Automation completed prompt presents, doing so will disrupt the export process and data will be lost.