How to Export Reports to Excel

You can export reports to Excel as a .csv file to keep them for your personal records or print them out.

How to Export a Report to Excel

Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​

From here, you will create your desired report. For additional information regarding report building, please see How to Build a Report‎.

At the last step of the report builder, Save/Export, you'll have to option to export to the report as a Microsoft Excel spreadsheet. By clicking on the Export for Excel button, it will generate a link for you to download. 

How to Export Previously-Saved Reports

Navigate to the Report Builder by going to the Menu > My Reports > Saved Reports. ​

On the left side menu, select the name of the report you would like exported. Then, click on the EXCEL icon. This will cause the download popup to appear and to generate a link for you to click. Once you've chosen a place to download to, the download will begin.