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Exporting A Report Into An Excel Spreadsheet

Article ID: 749
Last updated: 07 Mar, 2010

Exporting a Report into an Excel Spreadsheet

To produce a report in excel, you first need to define what fields you want to include in the excel spread sheet and then run the actual report for the data.


  1. To define the fields you wish to include in the excel spreadsheet, you'll need to create a custom export.

  2. After creating the export method, you'll run the custom report. Under the custom report generator, select your query and then under Export Options, you will select Exportfrom Type and Format will be Custom Export Merge file. Select the export you created in step 1 and generate merge file. (For more information on how to create custom reports, see here).

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Article ID: 749
Last updated: 07 Mar, 2010
Revision: 1
Views: 421