Finance Self Service

Download Queries to Excel

To download the query results to Excel, click "Download Selected Ledger Columns" to download only columns shown on the Query. (Or to see all of the columns, including the ones you did not choose on the parameter page click "Download All Ledger Columns" - not recommended).

Once a Download button is clicked, a pop-up window will display:

Click "Open" to see the report in a browser window. A file like the following will pop up in a pseudo excel screen.

Click on FILE, then SAVE AS.

Choose where you want to save your file, then name your file and change the TYPE to Microsoft Excel 97 and click SAVE.

Now click on the red X to close that window. Open Excel and the file you just saved. You can format the file and add any formulas you want, just like a normal Excel worksheet.