To export a report

You can export one or more report types as a single report.

If you export to a Microsoft Excel spreadsheet, the report contains a separate worksheet for each of the report types you export.

If you export to CSV files, you create a separate CSV file for each report type you export.

  1. Do one of the following:
    • In the Project Manager, click the Reports drop-down list Reports.
    • In the Data Manager, in the drop-down list, click Project Reports.
  2. In the Data Manager tree view, do one of the following:
    • To export one report, click the report you want to export.

      On the toolbar, click Export. Go to step 3.

    • To export multiple reports, click Project Reports.

      On the toolbar, click Export. Go to step 4.

  3. In the Export To dialog box, do the following:
    • Navigate to and select a folder to store the exported report file.
    • In the Files of Type list, select a file format for the report: XLS (the default), XLSX, or CSV.
    • In the File Name box, enter a file name or accept the default file name for the report.
    • Click Save.
  4. In the Export Report Data dialog box, do the following:
    • Under Reports, select one or more report types to include in the report.
    • Under Export File, review the default report name and file path. Optionally, click Browse to specify a new file name or file path for the report.
      Note:

      By default, reports are exported to your documents folder.

    • Click Export.
      Note:

      The Export button only becomes active when you select one or more report types and have specified an export file.