DOWNLOAD TO EXCEL-DOWNLOAD BUTTON

Steps

  1. Click the Download button
  2. Choose Spreadsheet from the list of options
  3. Select Excel (Office Open XML Format (XLSX))
  4. Click Green Check 
  5. Enter File Name
  6. Click the Choose button
  7. Click OK 

Open / Save File

Internet Explorer 11

Click Open in the pop-up box

Google Chrome

Click on file in lower left corner of pop-up box. Remember to close pop-up after Excel document opens.

Microsoft Edge

Click Save in the pop-up box

Click Open in the pop-up box

Mozilla Firefox

Click OK in the pop-up box

Mac Safari

The file will be in the Download folder on a Mac. Note that a new, blank tab or window may open that needs to be closed.

Variation

Reports related to time entries have a layout applied by default that does not download well. Follow these steps to make the dowloaded information easier to manipulate in MS Excel.

  1. Prior to Step 1:Click the Layout button, then Choose Layout 
  2. From the list, choose /EXCEL
  3. Click the Green Check