How to convert a report to Excel format


Once you have created a report, you can export or save it in a number of different formats. To convert your report to an Excel spreadsheet take the following steps:

  1. Click on Data at the top of the page and choose View Data. The Data Manager window will open.

  2. Click on the Export button near the bottom right hand corner of the Data Manager window. The Export To External Format window will now open.

  3. Click on the down arrow next to the Format field and choose Microsoft Excel Files.
  4. Click on the OK button at the bottom of the window to export your report.

This will save an Excel file called Query1.xls in the c:\business\userdocs directory of your hard drive. You can specify a different filename by changing the Name field before exporting.

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