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Export to CSV Format in Excel



To save reports to CSV format in Excel, please follow the instructions below:


Step 1: Click on the reports icon on the home screen.




Step 2: Choose the desired report to print and click RUN.




Step 3: Filter your report to your liking and click NEXT.



Step 4: Click CREATE CSV FILE.




Step 5: "Export File as" will pop up on the screen.  Click on COMPUTER.




Step 6: Click on the LOCAL DISK C: drive.



  


Step 7: Click USERS.




Step 8: Click on your name.






Step 9: After you click on your name, you are on your file. Choose the location you would like to save the CSV file to.





Step 10: Once you choose the location, double-click on the file itself to open and view it.