To Export a report to Excel:
- On the main menu, click Reports.
- Click an appropriate Reports tab. For instance, Projects, Time & Expense, Docs & Discussions, User and Workflow.
- Point to a report that you want to export under the Name column and click on the arrow for report actions and point to Download and do either of the following:
- Click CSV (With Hyperlinks) and
- Save as CSV (excel). This saves hyperlinks that can be used from Excel.
Or - Click CSV (Without Hyperlinks) and
- Save as CSV (without hyperlinks). Use this to import data into Excel or any other application. For instance, exporting time sheets to your billing application.
- Save as HTML.
- Click Save.
You can also run the report and from the report actions, click on the download options as seen below :
