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Downloading Reports

You can download a report from the Reports Homepage or, if your role includes the Manage Custom Reports privilege, from Oracle CRM On Demand Answers.

To download a report from the Reports Homepage

  1. Click the Reports tab.
  2. On the Reports Homepage, click the link for the report you want to download.
  3. Scroll to the bottom of the report page, click the Download link, and select one of the following options from the drop-down list:
    • Download to Microsoft Excel (for Excel 2002 or more recent)
    • Download to Excel 2000

      NOTE: Downloading charts to Excel 2000 is not supported; only data can be downloaded.

    • Download Data (.csv)
    • Download Data (.txt)
    • Download Web Page (MHTML)
  4. Follow the onscreen instructions to download the report.
  5. Click Back to Reports Homepage to return to the Reports Homepage.

To download a report from Oracle CRM On Demand Answers

  1. Click the Reports tab.
  2. On the Reports Homepage, in the Custom Reports and Analyses section, click Design Analyses.

    Oracle CRM On Demand Answers appears in a separate page, independent of the other Oracle CRM On Demand pages.

  3. From the Open Existing Analysis section, click Open Analysis.
  4. In the Open Analysis dialog box, locate and select the analysis you want to download and then click OK.
  5. In the Build and View Analysis page, in the title bar, click Preview Analysis.
  6. Scroll to the bottom of the report, click the Download link, and select one of the following options:
    • Download to Microsoft Excel (for Excel 2002 or more recent)
    • Download to Excel (2000)
    • Download Data (.csv)
    • Download Data (.txt)
    • Download Web Page (MHTML)
  7. Follow the onscreen instructions to download the report.
  8. Click Close Window in the upper-right corner of the report to return to the Oracle CRM On Demand Answers page.
  9. Click Close Window on the Oracle CRM On Demand Answers page to return to the Reports Homepage.

Importing Your Downloaded Report

Within Excel, choose File then Open to import your downloaded report. If the data appears in a single column, select that column and choose Data then Text to Columns. In some versions of Excel, you can also double-click the downloaded file icon in Windows Explorer to import your downloaded report. For more information about compatibility with your version of Excel, contact your internal IT support team.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.