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13140: Export Report to Excel or CSV Format


Reports Generally

In Report Manager, can I export a report to Excel?


Yes, the option to Export to Excel appears on the Report Viewer screen after running any of the standard or customized reports.

To run a report:

  • Go to Reports > Report Manager
  • Select the report that you want to view and click View Report at the bottom right of the window.
  • Choose any additional options and press Continue
  • When the Report Viewer window opens, an Export icon is available on the toolbar. This opens the report in Excel. The adjacent down arrow offers drop list options for exporting to Excel, CSV, or Notepad.

The Depreciation List and Fixed Asset Manager reports are exceptions. For those reports, a separate CSV file export is offered when the report is processed.


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