Topic:

How do I download or export a report to Excel from my RegOnline account?

Solution:

You can download any report in your account to Excel to view and work with offline.

To download a Standard report (such as the Attendees, Agenda Items, Transactions, Lodging, etc.) to Excel:

1. Locate your Event and click on the Standard Reports tab
2. Click on the "Filters" link to the right of the report name.
3. Add any filtering criteria to the report results if desired.
4. At the bottom of the Report Filter window change the Report Format option to "Excel (Download)"
5. Click OK to save the options and download the report in Excel format.
6. A pop-up window will display with options to open or save the file to your computer.

To download a Custom Report directly to Excel:

1. Edit an existing Custom Report or create a new one.
2. In the Report Format section of the General tab, choose the format that you wish to run the report in.
3. Click OK to save your changes and download the report.

Note: When you have a "download" format selected in the report setup, the Run button will change to a new button next to the Custom Report that will allow you download that report directly to the specified format.

Additional Information:

You can export any report after you have run the report in your browser window as well. Once the report runs in HTML format, simply click on the Export menu from the report window to choose your desired format to download the file.

Related Links:

• How do I create a link to my report?
• How do I create a custom report?
• How do I create a new Attendee (or Membership) directory?
• How do I create a name badge or label?
• How do I create a cross event custom report?
• User's Guide - Custom Reports
• User's Guide - Cross Event Reports - Custom Report