In Dynamic Reporting, while viewing totals and details for a Dynamic Reporting metric, you can export the information as needed.
Note: Exporting data from Dynamic Reporting requires the "Dynamic Reporting Interface, Export Report" security right.
To export report information
While viewing an information page, do one of the following:
To export details in all columns, on the Export Report menu, click Export All Columns.
To export details in specific columns only, do the following:
On the Export Report menu, click Select Columns To Export.
The Select Columns To Report dialog box appears.
Clear the checkboxes of the details to exclude from the report.
Click Export Report.
If applicable, do one of the following:
If the Password - Dynamic Reporting Interface, Export Report dialog box appears, user verification has been assigned to the "Dynamic Reporting Interface, Export Report" task. Do one of the following:
If your user account has been granted the "Dynamic Reporting Interface, Export Report" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Dynamic Reporting Interface, Export Report" security right, have a user with permission temporarily override this restriction so you can export Dynamic Reporting information this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Dynamic Reporting Interface, Export Report" security right. To have a user with permission temporarily override this restriction so you can export Dynamic Reporting information this one time, do the following:
On the message, click Yes.
In the Password - Dynamic Reporting Interface, Export Report dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Export Report dialog box appears.
Navigate to where you want to save the file.
In the File name box, enter a name for the file.
From the Save as type list, select whether you want to save the file as a .xlsx or .pdf file.
Click Save.