Export Data to an Excel (XLSX) File

You can only export one user at time from the detail view of a form to XLSX (Microsoft Excel Open XML Spreadsheet). The XLSX file includes all of the information for the selected user, group, or role.

To export to an XLSX file:

  1. In the Navigation pane, click SECURITIY 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.