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PlanSwift 11.08 - Export (a Report) to Excel

  • January 1, 2025
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You can export your Reports to an Excel workbook file for further analysis and manipulation.

PlanSwift Reports Tab highlighting Export to Excel

Export to Excel

  • Select the Export to Excel button
  • Enter or browse to the location you want to save the Excel file
  • Enter the filename
  • Click Save to save the file. The window will close automatically when complete

If you're looking to "push" your data into an existing spreadsheet, see Related Articles.

click here to view the previous article Formatting a Report Export Report to CSV click here to view the next article

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