Quick Reports: Export Search Results as Excel
You can export Quick Reports search results as an Excel file after you have completed the configuration of data. To learn more about how to configure and run a Quick Report, refer to Quick Reports.
Export as Excel
-
To export the Quick Reports as Excel, select Actions located in the top right of the Quick Reports Results page.
A dropdown menu of options displays.
-
Select Export as Excel to export the search results into an Excel spreadsheet.
The export downloads immediately on your device. as Excel, you can download the Excel file.
After you have completed the export, you can select and open the downloaded Quick Reports as an Excel file.
The file displays two tabs:
-
Report: Displays the generated Quick Report data as configured in Diligent Entities.
-
Export Criteria: Displays the various criteria applied to generate the Quick Report detailed in the Report tab. Here, you find the following information:
-
The name of the entity which generated the Quick Report.
-
How many records were returned by the Quick Report.
-
The time and date of the generated Quick Report.
-
How many filters were applied.
-
Which filters were applied.
-
The criteria set for each filter.
-
For more information on how to create and navigate Quick Reports, refer to:
