Data and Analytics report data may be exported to other popular formats such as Excel and PDF. You may export one or multiple report views. This is dependent upon the number of tabs for the report.
The following topics are covered:
Table of Contents
Export to Excel
To export to Excel:
- Run a report.
- Click on
Export icon. See Figure 1. 
Figure 1: "How to Save Export."Click image to enlarge.
Select Export Document As or Export Current Report As.
Info Export Document As - this option includes all report (tabs) of the current document as separate worksheets.
Export Current Report As - this option only includes the active report / (tab).
- Select the appropriate Excel format (.xls or .xlsx).
- A File Download dialog box will display. You may either Open or Save the Excel file. See Figure 2.
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- Figure 2: File Download Dialog Box. Click image to enlarge.
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If you choose Open, Excel will launch and the report data will be displayed with tabs appearing as different worksheets within Excel. If you choose Save, you will be prompted to name and save the file. When exporting to Excel, formulas are not transferred so each cell only contains the displayed value from the document. |
Export as a PDF
To export as a PDF file:
- Run a report.
- Click on
Export icon (See Figure 1). Select Export Document As or Export Current Report As.
Info Export Document As - this option includes all tabs of the current document with each tab starting on a new page.
Export Current Report As - this option only includes the active report / tab.
- Select PDF. A File Download dialog box will display similar to Figure 2 above.
- You may either
- Open
- Save