How do I export a report to Excel?

Modified on Mon, 5 Oct at 10:24 AM

Export any report from Simployer Classic as an Excel file.

This guide is for all users who have access to reports in Simployer Classic.


Export a Simployer Classic report to Excel

  1. Go to Reports in the left menu in Simployer Classic.
  2. Select the report you want from the report list.
  3. On the report selection page, clear the Show as PDF checkbox.
  4. Click View report to generate the report.
  5. In the report view, find Export to the selected format.
  6. Select Excel from the drop-down menu.
  7. Click Export.
  8. The report downloads to your computer as an Excel file.


Note

These steps apply to all report types in Simployer Classic. If Show as PDF is selected, the export option is not available.


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