Reporting → Working with SBM Data in Excel → Using the Excel Link
The Excel link is available on most report results and enables you to export data to Microsoft Excel. Use this link to export data that you do not wish to update each time that you open your Excel spreadsheet.
The Excel link exports the report into Excel by formatting the report and field information into XML. The XML allows the data to be imported correctly into Excel. For example, date fields are imported into Microsoft Excel as dates, not as numbers.
Text fields that are included in exported reports do not include any line breaks. Instead, the content is exported as single line text. Some report formatting is altered for better conversion to Excel. For example, the checkmarks in privilege reports are changed to Y's and the blanks are changed to N's in the Excel output.
To export SBM data to Excel using the Excel link:
Copyright © 2013–2014 Serena Software, Inc. All rights reserved.