PSA L&P - Reports: Export CSV to open in Excel

How to export a report to CSV format and open it in excel 

How to export a report and save it 

How to export a report and show it in a new window

 

How to export a Report and save it  

Use the drop-down menu in the upper right corner and select CSV. Then, Select the save icon.

 

This will give you a downloaded file that can be opened with Excel. Open the downloaded file.

(Saving the file to disk and then finding and opening it is the recommended option)

 

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Export the report and show it in a new window

  • Save the file (you may have to right click and select Save Page As... in order to save).
  • If prompted save the file to your desktop or document (or where ever you would like the file).
  • If you don't get a prompt for a location look for the file in your Downloads folder.
  • Then in Excel open the file you saved.

 

If these instructions don't work (may depend on your browser) use the following 

  • Save the file (you may have to right-click to save).
  • Then in Excel open the file you saved.

NOTE: Change file type to all files.

See the diagrams below for additional steps. Once completed and you click finish, the Excel file can be manipulated to fit your needs. 














 

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