Exporting records into an Excel spreadsheet

To export records into a Microsoft Excel worksheet:

  1. Navigate to the applicable screen within the WM module.
  2. Click Search to display the records.
  3. Click the Export selection.
    • If the Export or Export to Excel button is displayed on the screen, click the button to export all fields of the selected records.
    • If the Export Options button is displayed on the screen, click the button and select to export all fields or to export only the fields displayed in the list view.
  4. From the Excel Export dialog box, select to open (without first saving) or to save and open the Excel spreadsheet. The Excel spreadsheet is displayed.
    Note: If you cannot view the worksheet, the pop-ups may be blocked. Press CTRL + Export to disable the popup blocker.
  5. If you selected to open the worksheet without first saving it, save the worksheet to the desired file location.