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 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.

Save the file (you may have to right-click to save)

Then in Excel open the file you saved.

Older versions of Excel may require a couple more steps:

1 When you click on the Open dialog box, Change file type to all files.

If you get a warning, click Yes.

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Walk through the steps in the Text Import Wizard.

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