How to Export a Report and Maintain Formatting
PRINTOccasionally you’ll want to export the contents of a summary report into a format that allows for further manipulation in another application such as spreadsheet. This article explains a simple two-step process that allows users to save the report as a Rich-text document and the copy it into another application of your choosing. This article assumes that the user is already familiar with filtering, report selection, and grouping and sorting for reports. If you are unfamiliar with any of those concepts please review them. This article also assumes the user has some knowledge and familiarity with copying and pasting text between documents.
First set the sorting and grouping options for your report. You’ll probably want to select “Hide Report Header” as this will make things a bit easier a bit later in the process.
After you’ve got everything set, click the small small arrow to the right of the view button. Select “Export Report” as shown below.
Next, a window will appear with three options; select “Rich Text.”
Next, a Windows dialog box will appear asking you to select a location to save the file. Browse the to appropriate location on your machine and click save.
Now you’ll need to find and open the file you just saved on your machine and translate the rich text document to an Excel document. Open the document and select all the text and click “copy” from the edit menu. Next, open a new Excel document and paste the text you just copied into the cells.
You may need need to do a bit of clean-up after pasting the text into the document. If you’d like to extract the raw data of a report, see the NUWS Support article
How to Extract data from a standard report.