Springboard Manage

Exporting Text Reports to Excel

Text Reports can be exported to Excel. Follow these steps to export a report from Springboard to Excel. 

  1. Open the desired report and select the Export option.

 

  1. Determine where the file should be saved on your computer and name the file. Select Save

 

  1. Open a new Excel workbook.
  2. Select Data.
  3. Select Import External Data, then Import Data.

 

  1. From the dropdown menu for Files of Type, select All Files.

 

  1. Select the file name and then select Open.

 

  1. Select Delimited from Original Data Type options, then select Next.

 

  1. Select Tab from Delimiters, then select Next.

 

  1. Select General from Column data format, then select Finish.

 

Note: When card and account numbers are being used, it is recommended to select the Text field.

 

  1. Select either Existing Worksheet or New Worksheet, then select OK.