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How to Export a Report to Excel or Other Formats

The purpose of this document is to guide you on how to export certain reports to different formats including excel. NOTE: Exporting may not be available on some reports as the layout may not be compatible with different formats on Excel. 

  1. Go to Reports - Report Console Select the Report you need information from 
  2. Select filters or Other Options required – Run
  3. Click on the Export Icon
 For example, I have run the Stock Value Report but you can run any other report needed and your will have the export button. 
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3. Drop down the list under Format and choose your required format – i.e Microsoft Excell 97-2000 (XLS)
 
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4. Leave the destination as Disk File and select OK
 
5. Select your Export Format Options (if you are not sure the default setting is usually fine) then OK
 
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6. Choose where you wish to save the file and the name of the file then OK
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7. You have now successfully exported your report
 
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