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Export report data to Excel
Last Updated: 09/24/2026
Export a report to Excel when you want to sort, filter, or combine the data yourself.
Steps
- Select the report by selecting its title.
- Set the report parameters.
- Choose Excel as the output in the report options.
- Select Process. The export file is generated in a new window.
- Open or save the file.
Tips
- Some reports are formatted specially for Excel; others export their data rows.
- Exported files can contain personal information. Store and share them securely.
Do you need more information?
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