Transferring Data to Microsoft Excel

Learn how to transfer data to microsoft excel

To transfer a report to your spreadsheet:

  1. Select Extras > Define Report Format from the menu.
  2. Define the report format, see Defining Report Formats.
    • Do not select an XSLT stylesheet.
    • Ensure that the Standard view mode check box is disabled to ensure that thousand separators are transferred correctly.
    • Aurea recommends selecting either XML names or Transfer format under Field Tags.
    • Do not enable the Transfer to spreadsheet check box at this point.
  3. Save the report format.
  4. Select File > Report from the menu, and select the previously defined report format.
  5. Click OK.

    The XML report is displayed.

  6. Save the XML report using (Save).
  7. Open the XML file in Microsoft Excel.
  8. The Open XML dialog is displayed:

  9. Select Use the XML Source task pane.
  10. Click on OK.

    A message may appear informing you that the XML source does not refer to a schema. Confirm this message with OK.

    The nodes in the XML file are displayed as a tree on the right hand side. The output fields are listed under the tables node.

  11. Drag the <value> node to the desired cell in the Excel table for each output field.
  12. Format the cells in the Excel table using Format Cells to ensure that numbers and dates are transferred correctly.
  13. Save the spreadsheet as an XLTX file (template).
  14. Close Excel.
  15. Return to Aurea.CRM win, and select Extras > Define Report Format from the menu.
  16. Load the previously defined Report Format.
  17. Enable the Transfer to spreadsheet check box.
  18. Select the template you saved from within Excel under XSLT Stylesheet.
    Note: Do not change any other options at this point, else Excel cannot correctly process the data types transferred.
  19. Save the report format.

If you now generate a report using this format, the data is transferred from Aurea.CRM to Microsoft Excel: