I want to export reports to Excel, but the Export button is no longer available on the toolbar.
- Autotask PSA
- Microsoft Excel
Since Winter Release 2013, we have removed the ability to export legacy reports.
You will retain the option to Print to PDF or generate in HTML in many of the reports.
As an alternative, you can highlight the page to copy and paste your data directly into Excel. Please refer to the below steps:
To highlight all of your data, hold down the Control Key and press the letter A
Copy your highlighted data to your clipboard by holding the Control Key and pressing the letter C.
- Navigate to Excel and highlight the top, left-most cell → Hold down the Control Key and press the letter V to paste the data.