How to export a report to Microsoft Excel

1. Select Reports & Forms and left-click report you want to export.
2. Select Options to filter date range and other options.
3. Click OK.
4. Click Excel icon at top of the page.
5. Select Create a new Microsoft Excel workbook in the Copy Report to Excel window, and then click OK.
6. The report will then load and open in Excel.

Note: Exporting to Microsoft Excel can change the print setup in Excel. Click Print button in Excel, click Page Setup, change the Orientation, and then click OK.