How to Export Data to Excel

  1. Run the report.
  2. Once generated, look on the Toolbar and click the Excel Icon. (Note: The icon is a sheet of paper with a green X - )
  3. When clicking the icon, a window will ask you to fill in the File Name. 
  4. By default, the file extension is plain text (TXT) for exporting, change the file type by clicking the drop-down arrow and select the "Microsoft Excel 97-2003 workbook" or XLS.
  5. Select the directory where you want to save the file and click "Save"
  6. A system message appears, "Export currency symbols?", click "No" if you don't want to include in exporting the currency on its column. Otherwise, select other options.
  7. Open the excel file to further manipulate and analyze your data.

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