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Export a Report to Excel

Complete the following procedure to export an onscreen report to an Excel file.

1. Navigate to a screen displaying data in a report format,

   

2. Right-click on the screen to display a menu of options.

   

   Note: On some screens, this menu may contain additional options.

3. Click the Export to Excel option to open the Excel program and display the report as a spreadsheet.

   

4. Select File > Save As from the menu bar to display the Save As window.
5. Save and Print a Document to create electronic and hardcopy versions of the spreadsheet as needed.