Export a Query to Excel

This article reviews how to export a query to open it in Excel to manipulate the data.  You can export level 1, level 2 or level 3 queries in the Profile, Res Card, Activities and Inventory Managers.

• Run the query.
• From the Menu bar, select Merge To > File.  

• Select the box with the three dots at the end of the File Name field.

• Choose a location on your computer you want to save the file.  
• In the File Name box, enter a file name but add .csv at the end of the file name.  The default will be .txt but replace that with .csv.  

• Select Save.
• You do not need to edit the other defaulted options unless you selected specific items to export. 
  • For example, you ran a query and out of the 50 display items, you chose 25.  If that is the case, you would want to choose "Selected Results in Profile Manager".

• Select Export.
• An information box will be displayed letting you know how many items were exported and the path to where they were saved.  Select OK.

• Go to where you saved the file and open it.  Even though the file was saved as .csv, it will automatically open in Excel.  
• Go to File > Save As to save the file as .xsls.