Purpose

This option is available on most Standard Reports. It allows you to open an Excel file with the raw report data, or to save the raw data as an XML or delimited file.
With each option, the regular report will still display in the report panel.

Image of drop down export options

For the Licensure and NCLB Licensed HQ Qualifications Reports, Assignment, and License Area data are listed in separate rows.
Please contact HRMS Support if you need an Excel file that contains all data in one row.

How to Select

Click the checkbox and select one of the following options from the drop-down list.

Open in Excel
Save XML
Save as Delimited File

See further instructions for each option below. Also, see Tips for Exporting Reports.

Open in Excel - This option opens an Excel spreadsheet with the raw report data. You may save the file if desired.

The Excel option can be VERY SLOW if a large number of rows is returned. For large reports (1000s of rows), you may want to use the Save XML option instead and then open the XML file in Excel.

Save XML - When you select this option, the system prompts for a file name and location. When you run the report, an XML file is saved in the chosen location.

To open the XML file in Excel:

Open Excel.
Select the 'Open File' option and browse to the file location.
Select 'As an XML table' when asked how you would like to open the file.

The first few columns and rows of the Excel file will contain information about the XML data elements, which can be deleted, so that the spreadsheet includes only the actual report data.

Save as Delimited File - When you select this option, the system prompts for a file name and location.
When you run the report, the system prompts you to specify a data delimiter (defaults to comma) and a text file is saved in the chosen location.

To open the delimited file in Excel:

Open Excel.
Select the 'Open File' option and browse to the file location.
Change 'Files of type' to Text Files.
Use the Import Text Wizard - Select 'Delimited' as the File Type, select the delimiter, and click Finish.