Exporting to Excel Preview - Data Only

This option previews the inquiry data in Excel, including inquiry rows that are not displayed. The amount of data that can be previewed 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 immediately view the inquiry data in Excel and apply tools such as graphs and pivot tables.

  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 Preview - Data Only. A preview in Excel of the inquiry appears.
  2. To save the data in an Excel file, from the File menu or Microsoft Office button, select Save As.
  3. Browse to the location where you want to save the inquiry.
  4. Type a name in the File Name field, and select a format in the Save as Type field.
  5. Click Save.