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Export or Save Data - Data and Analytics

Export or Save Data - Data and Analytics

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Nov 23, 2020

Overview 

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. 

 

Table of Contents

Export to Excel

To export to Excel:

  1. Run a document (report). 

  2. Click on 

    Export icon. See Figure 1.

    Figure 1: How to Export. Click image to enlarge. 

  3.  A window will appear for options to Export. See Figure 2.


    Figure 2: Export Options. Click image to enlarge. 

  4. Select Reports or Data.

  5. Select the appropriate Excel format (.xls or .xlsx). 

  6. Choose a radio button option:

    1. To export in a format that is similar to the document (report) you're viewing, select Prioritize the formatting of the document.

    2. To display data in text format without merged columns, select Prioritize easy data processing in Excel.  See Figure 3.


       Figure 3: Export Dialog Box. Click image to enlarge.

  7. A File Download dialog box will display. You may either Open or Save the Excel file. See Figure 4.

    Figure 4: File Download Dialog Box.  Click image to enlarge.

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.

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Export as a PDF

To export as a PDF file:

  1. Run a document (report).

  2. Click on 

    Export icon. See Figure 1.

  3.  A window will appear for options to Export. See Figure 2.

     

  4. Select PDF.

  5. Click OK.

  6.  A File Download dialog box will display. You may either Open or Save the Excel file. See Figure 4.

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