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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

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  • 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

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  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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