Export data to Excel

You can export data to Excel with the Export option in Reporting. You'll export a text file and then use Excel's Text Import Wizard to convert it.

Step 1: Export the text file

  1. Find the records you would like to report on and click Report on the toolbar.

  2. Click Create New Template.

  3. Under Report Type, select Export.

  4. Click Formatting Options and select your options:

    1. In the Export Filename field, click the folder icon, choose a location for the file, and enter a name.

    2. Under Select Export Format, select Table format (for Excel etc).

    3. Optional: Tick Export Audio-Visual Media to a folder. Additional image options are available.

    4. Click OK.

  5. Click Select Fields to select your fields.

  6. Click Sort Report to choose the sort field(s).

  7. Go to the Run Report tab and click Export.

Step 2: Convert the text file in Excel

  1. Open Microsoft Excel.

  2. Go to the File menu and select Open.

  3. Locate the file you exported and click Open. You may need to change the drop-down menu to the right of the File name field to All Files (*.*) to show the .txt file.

  4. Follow the Text Import Wizard to convert the text file.

  5. Save the spreadsheet as an Excel Workbook (.xlsx) file.

See also