Export or Save Data - Data and Analytics

Owned by Lani Boothman-Carpenter (Deactivated)
Last updated: Nov 23, 2020 by Tara ConnollyVersion comment
2 min read

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.

    Reports - this option includes all reports (tabs) of the current document as separate worksheets.

    Data - this option only includes unformatted data from the back-end query.

  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.

    Reports - this option includes all reports (tabs) of the current document as separate worksheets.

    Data - this option only includes unformatted data from the back-end query.

     

  4. Select PDF.

    Click the checkbox for Current Report if you only want to export the current report (tab), but not the other reports (tabs). Choosing to export the current report gives you further options to determine which pages you want to export much like MS Word's print features.
  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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