Procedure documentationExporting a View to an Excel or Word File Locate this document in the navigation structure

Prerequisites

Your browser is set up to allow for Active X controls. For more information, see Enabling ActiveX Controls to Export and Enter Data.

Microsoft Excel or Word is installed. If you do not have Excel or Word installed, a message displays, stating that you cannot proceed with this function.

Procedure

  1. Click Export to display the Export dialog box.

  2. If this is the first time you are exporting, you are prompted to download an ActiveX control from the Web server where the application is installed. Follow the prompts to download the necessary components. You will not be prompted again.

  3. From the Output section, select whether to send the exported output to Word or Excel.

  4. Click OK.

Result

The Microsoft Excel or Word program is opened and the report data is displayed in a file.