Exporting a Report

Export a report by saving it to a comma-separated value (CSV) file that you can open in a spreadsheet program.

1. Select Reports from the Navigation menu. If the Navigation Menu is not displayed, click the Navigation Menu icon to display it.
2. Do one of the following:

   • Click the Run icon for the report that you want to run.

   • Click Report Builder and follow the instructions in Running an Ad Hoc Report: Report Builder.

   • Click New Report, follow the instructions in Creating a Custom New Report, then on the Reports page, click the Run icon

3. Set filters to display only the records you want to export.
4. Click Export to CSV.
5. If your export exceeds the 500k limit:
   1. Click OK on the message about the limited number of records you can export.
   2. Set filters to reduce the number of records below the limit.
   3. Click Export to CSV again.
6. If your export does not exceed 1000 records:
   1. In the Opening... dialog, click Save File.
   2. Click the Download icon at the top right, and select your CSV file from the list.
   3. In the Text Import... dialog, change selections as needed to make the preview at the bottom look right.
   4. Click OK to open the CSV file in the spreadsheet program that is associated with the .csv extension.
7. If your export exceeds 1000 records, but is under 50k:
   1. Click OK on the message that saying the data export process has begun.
   2. Select Jobs from the Navigation menu. If the Navigation Menu is not displayed, click the Navigation Menu icon to display it.

      • Your export to CSV is now listed, with an icon in the STATUS column indicating the job's status.

      • Use the icons at the top to filter the list to show only jobs of one status.

      • Click your job's entry in the DESCRIPTION column to view job details.

   3. When your job's status changes to completed ( in STATUS column), click the icon in the RESULTS column for your job.

      Note:

      An email is also sent to alert you when your job completes.