Export report data

Online expense management reports are designed to be viewed in real time. However, sometimes you may need to export the data to another source, such as Microsoft Excel, so the data can be manipulated or saved to Adobe PDF format.

To export data from a report with in-built export functionality:

1. Generate the report.
2. Click the Export to Excel or Export to PDF links at the bottom left-hand corner of the report.

   The File Download dialogue box appears.

3. Click Save and browse to a location for storing the file.

Exceptions

To export data to Excel from a report without in-built export functionality:

1. Highlight the data you want to export.
2. Right-click and select Copy from the pop-up menu.
3. Open an Microsoft Excel spreadsheet, right-click where you want to place the data and select Paste from the pop-up menu.
4. While the data remains highlighted on the worksheet, copy the data again.
5. In a new worksheet, paste the data - this time using Edit > Paste Special. From the pop-up menu, select Values.

   The data will now display on the worksheet without formatting or images.