Exporting a Report (L1 and L2)

The EXPORT button in the Actions column of the Reports list allows users to export reports in the following formats:

• Excel with plain text - This option exports the report into an Excel spreadsheet, but no formatting is retained.
• CSV file format - This option exports the report so that each field is separated by a comma (comma separated value).
• Excel with formatting - This option exports the report into an Excel spreadsheet, retaining all of the formatting information.
• HTML - This option exports the report into an html file.
• Plain text (you specify the delimiter: comma, tab, semicolon, space) - This option exports that report so that each field is separated by the delimiter you select here. (Fields can be separated by commas, tabs, semicolons, or spaces.)

To export a report:

1. On the navigation bar, go to Reports > Shared Reports or My Reports.
2. Click the EXPORT button beside the report that you want to export.
3. In the Setup screen, configure the report as desired.
4. Click the EXPORT button at the bottom of the window. The Export Options screen opens in a new browser window.
5. From the EXPORT droplist, select to export either the WHOLE REPORT or FIRST REPORT PAGE ONLY.
6. Select a format from the options provided. If you select PLAIN TEXT, be sure to also select an option from the accompanying DELIMITER droplist.
7. Select any other export options that you want to include.
8. Click the EXPORT button in the lower right corner of the window.