DOWNLOAD TO EXCEL-Excel BUTTON
Steps
- Click the Excel button
- Select Excel Office Open XML Format (XLSX)
- Click Green Check
- Enter File Name
- Click the Choose button
- Click OK
Open / Save File
Google Chrome
Click on file in lower left corner of the popup box. Note that the popup window will need to be closed.
Microsoft Edge
Click Save or Save As in the popup box
Click Open in the popup box
Mozilla Firefox
Click OK in the popup box
Mac Safari
The file will be in the Download folder on a Mac. Note that a new, blank tab or window may open that needs to be closed.
Variation
Reports related to time entries have a layout applied by default that does not download well. Follow these steps to make the dowloaded information easier to manipulate in MS Excel.
- Prior to Step 1:Click the Layout button, then the Choose Layout option
- Choose /EXCEL from the list
- Click Green Check