Tips to Exporting a Report to Excel File

To export to an Excel spreadsheet file for further analysis, click the Excel icon.


Duplicate Records

You may see someone listed on the report multiple times. This is typically because they have multiple positions/managers. You can google ways to remove duplicates if these are a problem. 

Security Warnings

Upon download, you may need to approve/waive some security warnings.

You can click Yes to each of the following:

File extension conflict warning

CSS warning

Sorting Columns

To sort columns, you must remove any merge fields. Typically, the bottom field is merged. Either delete that row or you can click the Unmerge button (also available in right-click options).

unmerge fields image

Sharing Training Records

Remember not to email unsecured files that have personal identifiers such as PID or student training records. Use or encrypt before emailing.