Text Reports can be exported to Excel. Follow these steps to export a report from Springboard to Excel.
- Open the desired report and select the Export option.
- Determine where the file should be saved and name the file.
- Click on Save.
- Open a new Excel workbook.
- Click on Data.
- Select Import External Data, then Import Data.
- Click on the drop-down menu for the Files of Type and select All Files.
- Select the file name and click on Open.
- Select Delimited and click Next.
- Select Tab and click Next.
- Select General and click Finish.
Note: When card and account numbers are being used, it is recommended to select the Text field.
- Select either Existing Worksheet or New Worksheet then click OK.