Export Report to Excel Workflow

Written By Felicia Conner ()

Updated at January 17th, 2020

Exporting the report to Excel offers additional data elements that can be included in the generated spreadsheet.

  1. Check the Send to Excel checkbox
  2. Click Process Report.
  3. The Export Tool window presents.
  4. Select the desired data elements for the spreadsheet by moving them from the Available Fields column to the Export Fields column.
  5. Check the Open MS Excel radio button.
  6. Click Export.
  7. Excel will open in the background and populate with the report data.
  8. 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.

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