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Exporting a custom report to Excel

Replies: 45

Re: Exporting a custom report to Excel

Posted: 16 Mar 2011 4:45PM GMT
Classification: Query
Edited: 16 Mar 2011 4:46PM GMT
1) Make your Custom Report the way you want it with the individuals you want.

2) Click on the Share button at the upper right of the Publish > Custom Report Screen.

3) Select CSV.

4) Select to put data into coloumns (not rows). Usually the default choice.

5) Open the file in Excel.

6) Immediately go to File > Save as and save it in excel format.

7) Review your columns. In some cases, you will want to parse text within a column to separate columns. In some case (like places) that may be rather messy and require some clean-up.

Good luck!!

SubjectAuthorDate Posted
richjenkins28 16 Mar 2011 10:04PM GMT 
rworthington 16 Mar 2011 10:13PM GMT 
keithnuttle 16 Mar 2011 10:24PM GMT 
silverfox3280 16 Mar 2011 10:45PM GMT 
richjenkins28 17 Mar 2011 12:31AM GMT 
AGHatchett3rd 17 Mar 2011 1:26AM GMT 
richjenkins28 17 Mar 2011 2:29AM GMT 
rworthington 20 Mar 2011 2:33PM GMT 
rfaulk7002 13 Apr 2011 5:46PM GMT 
rworthington 20 Apr 2011 9:23AM GMT 
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