Exporting Orders to Excel

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

  1. Open order details.
  2. Click Copy to clipboard icon.
  3. Start Microsoft Excel.
  4. Open a blank workbook.
  5. Click paste.
ImportantThe data is copied from the currently open tab only.

Downloading order data as a spreadsheet

  1. Open order details.
  2. Click Download as Excel action button.
  3. The quote file (in .xls format) will be downloaded to the browser download location.
  4. Double click on the file to open it in Microsoft Excel.
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