Export a List Of Entries To Microsoft Excel
To complete this procedure; you must have the Allow export privilege.
- Create a list of entries to export.
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Select the specific entries to export.
- Click the checkbox to the left of entries.
- In the menu bar; click the Export to Excel icon or the Advanced Export to Excel icon.
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Right-click and select Export to Excel or Advanced Export to Excel.
- 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.
- To keep the report; save it to your computer with a unique file name.