Login
    Contents x
    How to Export a Report in Excel Format?
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    How to Export a Report in Excel Format?

    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    You can export the list of available Reports and their details using the Export as Excel option.

    To export a report in Excel format, do the following:

    1. Click Reports.

    2. From the More Options list box, click Export As Excel. A process will be submitted in the cloud. Once the process is completed, a message will display with a link to download to Excel.  

    Was this article helpful?
    What's Next

      Planful. 150 Spear Street, Suite 1700, San Francisco, CA 94105

    • Copyright © 2025 Planful. All Rights Reserved.

    Terms of Use - Privacy Policy

    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout