Downloading reports

Downloading Reports to Excel

 

Downloading with Internet Explorer (IE):

STEP

Action

1

Select Requests from the DOCLINE main menu.

2

Select Reports.

3

Select the report to download.

4

While viewing the report, go to the Edit menu at the top of your IE browser window and choose Select All.

5

Go back to the Edit menu and choose Copy.

(Note: In IE 7.x, if the menu bar is not displayed by default, right click in the report on the browser screen and highlight Select All. Next right click on the report and select Copy.)

6

Open Excel and open a new workbook.

7

Make sure your cursor is in cell A1.

8

From the Edit menu, in Excel, choose Paste.

9

To save as a new file, go to the File menu and choose Save As...

10

Add or modify formatting as desired for local needs.

 

 

Downloading with Firefox:

STEP

Action

1

Select Requests from the DOCLINE main menu.

2

Select Reports.

3

Select the report to download.

4

While viewing the report, go to the Edit menu at the top of your Firefox browser window and choose Select All.

5

Go back to the Edit menu and choose Copy.

6

Open Excel and open a new workbook.

7

Make sure your cursor is in cell A1.

8

From the Edit menu, in Excel, choose Paste.

9

To save as a new file, go to the File menu and choose Save As...

10

Add or modify formatting as desired for local needs.

 

 

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