Exporting Report Data - Row-Level Transactional Detailed Information

To export the transactional data behind the aggregate report, double-click on the desired value in the aggregate report

Once the row-level details load, look for the "click here" link to export the data.

Note: CalUsource will only display the first 1000 rows of data in this view but the exported file will contain the entire data set.

On the next screen, you must pick one of these two formats:

Export to Excel

Export to CSV

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Exporting to Excel

Select the Excel option from the Export File Format drop-down.
Flat Grid is the only available option for row-level data.

Note:  You can clear the check box to remove the report title and filter information from the exported file.

Click Done.

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Exporting to CSV

Select CSV option from the Export File Format drop-down. You can select the delimiter from the drop-down list. 

Note:  You can clear the check box to remove the report title and filter information from the exported file. 

Click Done.

The next screen that pops up will be the Export Log, where you can download your exported file.

The export may take some time so we recommend that you close the Export Log and check your email.

CalUsource sends an email with a direct link to the export file for automatic download (if successful) or an export failure notification.