Exporting information in Microsoft Excel format

You can export information from HCL® Marketing Operations to an Excel spreadsheet for programs, projects, and project requests.

About this task

When you export list pages for programs, projects, tasks, and marketing objects, all the items in the list are exported, even if the list spans multiple pages.

Note: You cannot export the Tracking, People, Attachment, Workflow, Budget, or Analysis tabs to Excel.

Procedure

  1. You can export information for a single object or for a list of objects.
    • To export information to Excel for a single object, go to Summary or custom tab of the object.
    • To export a list of objects to Excel, click Operations > Programs or Operations > Projects and open the view that you want to export.
  2. Click Print (Printer image) and select Export from the menu.

    A window displays, asking whether to Open or Save the file that will be exported. If you are exporting a list, Marketing Operations prints information about all the objects in the current view of the list page.

  3. You can either open the item in Excel, or save it to disk.
    • Click Open to launch Excel. The information that you exported displays on the spreadsheet.
    • Click Save to save the file. You can then open the Excel spreadsheet, displaying summary information about the object or list of objects.