Order data can be exported to Microsoft Excel spreadsheets two ways:
- Using clipboard copy & paste
- Downloading order data as a spreadsheet
Using clipboard copy & paste
- Open order details.
- Click Copy to clipboard icon.
- Start Microsoft Excel.
- Open a blank workbook.
- Click paste.
Important | The data is copied from the currently open tab only. |
Downloading order data as a spreadsheet
- Open order details.
- Click Download as Excel action button.
- The quote file (in .xls format) will be downloaded to the browser download location.
- Double click on the file to open it in Microsoft Excel.