Exporting Informer Data to a Live Spreadsheet

You can refresh data within a Live Excel spreadsheet without needing to go into Informer to re-run the report. Be aware that when you share these reports with other staff that they will have the ability to also share the data on these reports. This should not be done with classified information and you should follow FERPA.
  1. After running your report, choose Export Results at the top right corner.
  2. Choose Excel .csv as your export type.
  3. Choose how you would like to handle multi-valued fields.
  4. When opening in Excel, you will need to enter filters. If you do not want to use a filter, enter an asterisk (*).
  5. Save the file.
Watch a video walkthrough of these steps: http://screencast.com/t/Z3EVLkIfE1
Published on: 2017-11-22
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