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How do I export Cost Planner data to Microsoft Excel?

This lesson covers exporting Cost Planner data to Microsoft Excel.

1. Click the Reports Link

  • Click the Reports link located on the Navigation Menu.

2. Click the Classic Reporting Box

  • Click the Classic Reporting box.

3. Expand the Projects Report List

  • Click the plus (+) sign to the left of Projects to expand the Projects Report List.

4. Click the Cost Summary Link

  • Click the Cost Summary Link.

5. View the Report

  • View the displayed Cost Summary Report.

6. Click Export to Excel

  • Click Export to Excel located on the ribbon.

7. Enter the User Name and Password

  1. Enter User Name and Password.
  2. Click the Sign In.

8. View the Exported Data in Excel

  • View the exported data in Excel.

9. Click the X to Close the Report

  • Click the "X" in the upper right corner to close the report.
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