Export Reports to Excel
This feature only works with Internet Explorer 11 with Javascript and ActiveX enabled for this site.
To Change the Security Settings for Internet Explorer:
- Click on Settings Wheel in the upper right of the browser
- Select Internet Options in the menu
- Click the Security Tab
- Select the Trusted Sites icon
- Click the Sites button
- Type in the address of your application site, if it is not already in the "Add..." text box
- Click the Add button.
- Click OK to return back to the security tab.
- Click the Custom Level button
- Reset the security settings to Low using the combo box and the Reset button.
- Manually Enable the settings for 'Initialize and script ActiveX controls not marked as safe'
- Click the OK button
- Click the OK button (settings window will close)
You may be prompted to allow IE and the Application to access your clipboard, you will need to say Yes/Allow for the report to export into Excel. (If you said no by mistake, see the trouble shooting section below to resolve the issue.)
Trouble Shooting:
Issue: 'Export to Excel' pastes whatever is in my clipboard to the Excel spreadsheet
Issue: When prompted to allow access to my clipboard, I said 'do not allow' by mistake
Resolution: Enable Security Settings for Script Access to the Clipboard in Internet Explorer:
- Open Internet Explorer
- Click on the Settings wheel at the top right of your screen
- Select Internet Options
- Click on the Security tab
- Click the button for Custom Level
- Scroll down to the 'Scripting' section and Enable 'Allow Programmatic clipboard access'
- Click OK on the corresponding windows until you are back in your application screen
**Note: You will need to reload the page for the setting to apply.**
Issue: I followed all instructions and it still does not work
Resolution: Contact your IT department, they may have rules in place preventing the settings from sticking.
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