Saving a collection to Microsoft Excel

To save a collection to a file and then automatically open the file in Microsoft Excel, use the Actions > To Excel menu option or the To Excel toolbar button. When you do, your application opens the Export Collection to Excel dialog box. Use that dialog box to provide a path and filename for the spreadsheet file to be created. You can also specify whether or not the sequence of columns in the spreadsheet is to match the sequence from the original source.

When you click OK, the records are placed in the specified file in the local My Documents folder - for example, My Documents\itemsExport4.csv. If Excel is installed on your local system, it is then launched and the new file is opened as a spreadsheet. If you have a different application set up to open comma-separated value (.csv) files, then that application opens the file instead.

Only data displayed in the current collection is populated into the spreadsheet, and the usual export-to-file rules apply. See Exporting Collections to External Files.