Exporting Data from Financial Analysis Views

Modified on Sat, 20 Jul at 10:28 AM

Exporting Data to Excel

Financial Analysis provides users with an export option enabling them to export the data from the Web Apps to Microsoft Excel where users can manipulate the date and reformat it, for their own purposes. 

To export the financial analysis data to Excel:

1. Click the Export icon.

A standard Windows File Download bar displays

 

Do one of the following:

2. Click Open to view the data in Excel.

    Excel opens displaying the data you exported in an Excel spreadsheet.

OR

3. Click Save to create a new file that you can then open in Excel.

    A File Save window opens.

4. Follow the steps to create a new file name.

5. Click Open to display the file in an Excel spreadsheet.   

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