Complete this task to export a report out of Connect.

Reports can be exported to Excel and saved with the .xlsx or .csv formats.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the [Report Name] page, review the results.

 
2

Press [Ctrl] + [Shift] + [X]. An Excel workbook opens with the report details displayed.

 

3Configure the Excel file to your preference. 
4Click Save As to name and save the Excel file.
When saving the file, select .csv (CSV Comma delimited) or .xlsx (Excel Workbook) for the preferred file type.

 

 

 

 

 

Related Topics

Reports (Back Office)

Reports / Find Report Tab  

Reports / Modern Tab

Reports / Scheduled Tab

Reports / Output Tab

Running Reports

Applying Filters

Balancing Reports

Scheduling Reports

Related Training/Support Documentation

Not applicable for this topic

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