Complete this task to export a report out of Portal.

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

Click Export to Excel. The report opens in Excel.

 

3Configure the Excel export file to match your preferences.

 

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

Workspace (Portal)

Dashboard Tab

Reports Tab

Scheduled Tab

Messages Tab

Output Tab

Sample Report

Running Reports (Portal)

Applying Filters (Portal)

Customizing Portal Report Display

Related Training/Support Documentation

Not applicable for this topic

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