Exporting to Excel - Data Only (.xls, .xlsx)

This option exports the inquiry data to Excel, including inquiry rows that are not displayed. The amount of data that can be exported depends on your operating system and version of Excel. If the data is too large, set inquiry properties to limit the number of rows.

Choose this option if you want to apply tools such as graphs and pivot tables to the data in Excel.

  1. From the > Reports > Standard Inquiries or Custom Inquiries menu, click the inquiry you want to export.
  1. In the toolbar at the top of the window, click the Export button, and select Microsoft Excel - Data Only (.xls, .xlsx).
  2. Browse to the location where you want to save the inquiry.
  3. Type a name in the File Name field, and select a format in the Save as Type field.
  4. Click Save.
Note: You can export the data to an existing Excel file. If the inquiry name and the sheet tab name in the existing Excel file are the same, the Excel data is overwritten. If the inquiry name and sheet tab name are different, a new sheet with the exported data is added to the Excel workbook.