Export a Report as a Spreadsheet

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This article will show you how to export a Report as a spreadsheet.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to Reports:The main navigation area with the Reports tab highlighted.

  3. Select a report:List of reports with the Transaction Reports menu and Transaction Report option highlighted for transaction details and summaries.

  4. Apply any desired filters:The filter options for a custom report including dates from and to, the Filters menu, the Fields menu, and the Refresh button.

    • From/To: Create a date and time range

    • Filters: Add any additional filters

    • Fields: Display any additional fields

    • Refresh: Refresh the spreadsheet to accommodate your filters

  5. Click the Export Report button to export as an Excel spreadsheet:The Export Report button highlighted and expanded, showing the Normal and Raw options.

    • Normal Export: Includes sections and tallies

    • Raw Export: Includes all data without sections and tallies