Exporting to Excel

You can export your reports to Microsoft® Excel. Once the data is in Excel, you can change the format, create charts from the data, and perform other customizations. If you change anything in Excel, those changes do not affect the data you have in WorkingPoint.

From the report you want to export:

  1. Select the Report filters and options for the report you want to export.

  2. Choose Excel (XLS) Detail for Report Format.

  3. Click Run Report.

  4. Choose whether you want to open the report in Excel or save it as an XLS file.

NoteWhen you open or save the report, WorkingPoint adds the date and time to the report name and displays the full report data (not collapsed).