Copy to Excel with Layout

If copying selected drill down records to Excel, use the Copy to Excel with Layout option to apply the current grid layout to the copied data, and select other options such as grouping and subtotaling.

1. From the Drill Down grid, select the desired record(s). To:
• Copy a single record: select the desired record.
• Copy select multiple records: press and hold the Ctrl key, as records are selected in the grid rows.
• Copy multiple records in a range, select the first record in the range, press and hold the Shift key, then, select the last record in the range.
• Copy all records in the grid, right-click and select Select All, or, click Options > Export > Select All.
2. From Options > Export, select Copy to Excel with Layout. The Export to Excel panel appears.

3. Use the following table to enter data in the Export to Excel panel:

Field	Description
Excel Target:
Worksheet/Range Name/Table	Specify whether to export to a worksheet, range, or table destination. Available parameters vary based on the option selected.
Target	Click the drop-down list, and select an existing worksheet, range, or table to send the export data. If the Worksheet option is selected, a new name may be typed in the field, and the system will create the new worksheet when exporting the data.
Starting Cell	If the Worksheet option is selected, specify the starting cell into which to place the data.
Convert to Table	If the Worksheet option is selected, select the check box indicating to create a new table when exporting the data, then specify the name to be assigned to the new table in the associated field.
Include Column Headings	If selected, the export process includes column headers.
Format Non-Numeric Cells as Text	If selected, the system formats non-numeric target cells as text.
Grouping and Subtotaling:	Note: The following options do not apply if either the Excel Target Table or Convert to Table option is selected.
Group By	Click the drop-down list, and select the column to subtotal. If column grouping has been defined in the data grid, the column group automatically appears as a selected value.
Generate Outline for Subtotals	If selected, the system activates Excel row grouping by subtotal to the exported data.
Subtotal By	Select the corresponding check box indicating to subtotal based on the chosen column.

Button	Function
Reset Subtotal	Clears all previously-selected subtotal values.
Export to Excel	Exports selected data to the target destination.
Cancel	Cancels the export process and closes the panel.

4. Click Export to Excel. The system copies the data and displays the worksheet containing the exported data.

See Copy or Export Records for more information.