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 and name the file.

 

 

 

  1. Click on Save.
  2. Open a new Excel workbook.
  3. Click on Data.
  4. Select Import External Data, then Import Data.

 

 

  1. Click on the drop-down menu for the Files of Type and select All Files.

 

 

  1. Select the file name and click on Open.

 

 

  1. Select Delimited and click Next.

 

 

  1. Select Tab and click Next.

 

 

  1. Select General and click 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 click OK.