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Exporting an inquiry to Excel

You have three options when exporting an inquiry to Excel.

Note: Excel does not allow the following characters: \ / : * ? [ ]. If the inquiry name contains these characters, they are removed during the export. 
Choose this To get this

Microsoft Excel (.xls)

An Excel file of the data displayed in the inquiry with groups and subtotals retained. Links are highlighted but not active.

You cannot apply Excel tools such as graphs and pivot tables to the data.

Microsoft Excel Preview - Data Only

A preview in Excel of the data in the inquiry with groups and subtotals not retained.

You can apply Excel tools such as graphs and pivot tables to the data.

Microsoft Excel - Data Only (.xls, .xlsx)

An Excel file of the data in the inquiry with groups and subtotals not retained.

You can apply Excel tools such as graphs and pivot tables to the data.

Note: This is similar to the preceding option, except it creates an Excel file, rather than a preview.

 

 

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