Export a List of Entries to Microsoft Excel

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have the Allow export privilege.
  1. Create a list of entries to export.

– or –

Select the specific entries to export.

  • Click the checkbox to the left of entries.

  1. In the menu bar, click the Export to Excel icon or the Advanced Export to Excel icon.

– or –

Right-click and select Export to Excel or Advanced Export to Excel.

  1. If you are performing an Advanced Export to Excel, select the conditional formatting to apply to each column, and click OK.
  • Only columns that display numeric user-defined fields are listed.
  • To apply the conditional formatting to total cell, as well as the summed cells in the column, select Include Totals.
  • Excel opens and displays the selected entries.
  1. To keep the report, save it to your computer with a unique file name.

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