Exporting a Group to Excel

You can export groups to Excel. The group column headings and formatting will also be exported.

To export a group to a file

View the group or lookup results that contain the records you want to export.
Right-click the group tab and click Export to Excel.
When the export is complete, open from one of the following locations:

Job Notifications page

Reports List View History tab

Job Completed message box

Microsoft Excel opens with the exported group. If the group contains currency information, Excel also creates a Pivot table. Excel also adds a total row to every column that contains currency information, so that you can view the group total.

You may receive an error if you try to export a group that includes a data field with a large amount of data.