Payroll - Exporting a Report to Excel

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Distribution

Chief Human Resource Officer

HRMS Payroll Administrator

HRMS Payroll Specialist

Related Procedures

None

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Export a Report

IS Payroll
N ® Process and Reports ® View Requests
Find Requests

1. Find the report you wish to export to Microsoft Excel.

2. Click on the View Output button to open the report.

3. Select File...Save As from the menu.

4. Select the folder where you want to save the document.

5. Rename the file and add the .xls file extension for Excel files and click on the save button.

6. Open Microsoft Excel.

7. Select File...Open from the menu or click on the open file icon on the toolbar.

8. Select the document and click on the Open button (or double-click on the document.)

10. Reformat as appropriate.

Effective: 09/23/04

Revision: 2 06/28/05 pm

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