Exporting Formatted Reports to Excel

You can export formatted reports to Microsoft Excel.

1. On the Home page, click Financial Reports.
2. Select a report to export to Excel.
3. Under Actions, click the Excel icon .
4. If the report is dynamic, you can click (Member Selector) 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 also export reports to Excel while viewing the report. See Viewing and Updating Dynamic Reports.