exporting association data (abridged for email)

Modified on Tue, 22 Aug, 2023 at 1:50 PM


Exporting Report Data: Association Data (Abridged for Email)

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  1. On the left, in your Mission Control, click Report Data.

  2. On the right, under Additional Reports, click Association Data.

  3. Step 1 - Choose Export Data to Excel. (For viewing data on-screen, check out this article.) > To move to the next step, click Set.

  4. Step 2 - Select an Association. > Click Set to save your selections.

  5. Step 3 - Select the Associations Items to include. > Click Set to save your selections.

  6. Step 4 - Select your date range by using the drop-down menus to select your start (From) and end dates (To).

    If you need to export data from specific reports during a given period of time, enter that time in the To and From menus, and then select the specific reports by clicking Select specific reports from this period (optional).

    To move to the next step, click Set.

  7. Step 5 - Select the data include by choosing an option (All Data or Saved Selections or Customize).

    Click Set to save your selections.

  8. Step 6 - Here's where you'll tell the application how to format your data in the spreadsheet by selecting an option (Use a Saved Export Option or Customize).

    Click Set to save your selections.

  9. Once each step has a green check-mark, click Export to Excel.

    A window will appear showing you the progress of the export.


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