1. Working with Financial Consolidation and Close
  2. Working with Reports
  3. Exporting Formatted Reports to Excel

Exporting Formatted Reports to Excel

  1. On the Home page, click Reports.
  2. Select a report to export to Excel.
  3. Under Actions, click the Excel icon Excel XLS icon.
  4. If the report is dynamic, you can click Member Selector icon to display different members in the POV.
  5. Click Continue, open or save the file, and view the formatted report in Excel.

Note:

You can export the report as fully-formatted to Excel. For example, if you've expanded rows and columns, use the Export to Excel toggle on the top left of the page.