How to export a report to CSV format and open it in Excel
Sections in this article
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 wherever 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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