Exporting reports to Excel

As discussed in the previous section, if you need the ability to manipulate the data on a report or add additional columns and rows, you can export reports to Excel.

Follow these steps to export a report to Excel:

1. Navigate to the reports center by clicking on Reports on the left menu bar, as follows:

2. Select the reporting group that includes the report you wish to run, as follows:

3. Choose the report you wish to run, as follows:

4. The report will be displayed on your screen:

5. Click on the icon that resembles a sheet of paper with an arrow going through it, as shown in the following:

6. Choose Export to Excel, as follows:

7. Your report should display in Excel, as follows:

At this point, you can save the report to your computer and make any necessary changes.