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, if the menu bar is not displayed by default, right click in the body of report 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. (If the menu bar is not displayed by default, right click in the body of report and highlight Select All. Next right click on the report and select Copy.)

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.

 

 

Additional Resources: