Exporting Information to a Spreadsheet

Enables you to export inquiries/reports to a spreadsheet if the <Export to Spreadsheet> button is displayed.

  1. From the inquiry/report window, click <Export to Spreadsheet>.

  2. From the File Download window, click <Open> to immediately open your spreadsheet software with exported information.

Or

  1. Click <Save>.

  2. Save your file in the desired folder, then key a File Name using a .csv (Comma Separated Value) extension.

  3. Click <Save>. When the Download Complete window displays, click <Close>.

  4. Open Excel. Open your .csv file to display your inquiry/report in a spreadsheet format. Information that displays in each column may still need some adjustments. Adjust information then save your Excel file.