Export Data to an Excel (XLSX) File

You can only export one record at time from the detail view to XLSX (Microsoft Excel Open XML Spreadsheet). Each tab in the XLSX file includes all of the data from the various tabs on the detail view.

To export to an XLSX file:

  1. In the Navigation pane, click SECURITY and select Users, Groups, or Roles.
    By default, the detail view of the selected form displays.
  2. Select the record that you want to download.
    You can use the Find field at the top of the form. For more information, see Use the Find Field.
  3. Click Other Actions and select Export.
  4. In the Export as XLSX dialog box, click Download.
    PPM Administrator saves the downloaded file to the local machine's Download folder or to the configured browser download file path.
  5. Open the file in Excel for analysis.