Exporting to Excel

Dashboards and executed reports can be exported into an Excel file and opened or saved to your computer.

  To use the Dashboard Export to Excel option:

To export a dashboard to an Excel file, you will first need to enable pop-ups in your browser's settings. Then, simply click the Excel icon to the right of the Dashboard title:

When the spreadsheet is open, you can view, edit, analyze, print, and/or send it as an e-mail attachment. As a reminder, Excel has a limit of 65,000 records.

To use the basic Export to Excel option:

Once you execute a FAST report, you'll notice an Excel button with additional options in the footer row; click the arrow to review the options:

If you simply click the main Excel icon and/or click Export to Excel, and depending on your computer settings, one of the following happens:

  1. In the Save in box, select your folder to save the file to.

  2. In the File name box, type the filename, or accept the default.

  3. In the Save as type box, select Microsoft Excel Worksheet (.xls or .xlsx)

  4. Click Save.

To Export a Dashboard Grid to Excel:

To export a dashboard grid to an Excel file, you will first need to enable pop-ups in your browser's settings. Then, simply click the export icon to the right of the grid title:

Using Additional Export to Excel Options:

Alternatively, you may wish to export your data:

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