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Export Reports to Excel

Export Reports to Excel

Oct 05, 2017

This feature only works with Internet Explorer 11 with Javascript and ActiveX enabled for this site.

To Change the Security Settings for Internet Explorer:

  1. Click on Settings Wheel in the upper right of the browser

  2. Select Internet Options in the menu

  3. Click the Security Tab

  4. Select the Trusted Sites icon

  5. Click the Sites button

  6. Type in the address of your application site, if it is not already in the "Add..." text box

  7. Click the Add button.

  8. Click OK to return back to the security tab.

  9. Click the Custom Level button

  10. Reset the security settings to Low using the combo box and the Reset button.

  11. Manually Enable the settings for 'Initialize and script ActiveX controls not marked as safe'

  12. Click the OK button

  13. 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:

  1. Open Internet Explorer

  2. Click on the Settings wheel at the top right of your screen

  3. Select Internet Options

  4. Click on the Security tab

  5. Click the button for Custom Level

  6. Scroll down to the 'Scripting' section and Enable 'Allow Programmatic clipboard access'

  7. 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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