Export A List Of Entries To Microsoft Excel

1. Create a list of entries to export.

– or –

Select the specific entries to export.

• Click the checkbox to the left of entries.

1. In the menu bar; click the Export to Excel icon or the Advanced Export to Excel icon.

– or –

Right-click and select Export to Excel or Advanced Export to Excel.

1. If you are performing an Advanced Export to Excel; select the conditional formatting to apply to each column; and click OK.

• Only columns that display numeric user-defined fields are listed.
• To apply the conditional formatting to total cell; as well as the summed cells in the column; select Include Totals.
• Excel opens and displays the selected entries.

1. To keep the report; save it to your computer with a unique file name.