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Exporting data to Excel

  1. Navigate to the Summary View, Record Listing View, or Record Comparison View in the Data Viewer.

    For more information, see:

  2. Customize the data view as needed.

    For more information, see Overview of customizing the Data Viewer workspace.

  3. In the toolbar, click the Excel icon (Excel icon. Click to save or export the current data view to Excel or access the InForm Listings.).

    The File Download dialog box appears.

  4. Do one of the following:

    Note: Any item that has queries in any state except for the Closed state are italicized in Excel.

    Note: If the current view is a Record Comparison View, only the active view is exported.

You can print the data from Excel; you cannot print the data directly from the Data Viewer.

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