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Analytics > Designing an Analysis > Downloading Analyses

Downloading Analyses

You can download a report from the Reports Homepage if your role can access the report. Reports can also be downloaded from Preview Analysis in Analytics, if your role includes the Manage Custom Reports or Manage Personal Reports privilege.

To download a report from the Reports Homepage

1. Click the Analytics tab.
2. On the Home page, 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 Analytics

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

   Analytics 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 Analytics page.
9. Click Close Window on the Analytics 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.

Analytics reports downloaded in CSV mode do not delimit the data automatically when opening in Microsoft Excel. After downloading a report in CSV mode, use Microsoft Excel’s Convert Text to Columns wizard with the comma-delimiter option. For more information about the compatibility of the different versions of Microsoft Excel, contact your internal IT support team.

Delimiting a CSV file in Microsoft Excel

Perform the following procedure to delimit a CSV file in Microsoft Excel (Windows 2003 or 2007).

To delimit a CSV file in Microsoft Excel (Windows 2003 or 2007)

1. Press CTRL-A to select all the data.
2. In the Data tab, click Text to Columns.

   The Convert Text to Columns Wizard appears.

3. Select Delimited, then click Next.
4. Select Comma and deselect all the other check boxes, then click Next.
5. Select General, and then click Finish.