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.