To export information in Microsoft™ Excel format
You can export information from IBM® Marketing Operations to an Excel spreadsheet for programs, projects, and project requests.
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You cannot export Tracking, People, Attachment, Workflow, Budget, or Analysis tabs to Excel.
In particular, you can export the Summary tab or a custom tab. From the Program or Project List page, you can export summary information for multiple programs, projects, or requests.
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.
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You can export information for a single object or for a list of objects.
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To export information to Excel for a single object, navigate to Summary or custom tab of the object.
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To export a list of objects to Excel, click Operations > Programs or Operations > Projects and open the view you want to export.
2.
Click the Print icon (Printer image) and select Export from the drop-down menu.
A window displays, asking whether to Open or Save the file that will be exported. If you are exporting a list, IBM® 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.
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Click Open to launch Excel. The information you exported displays on the spreadsheet.
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Click Save to save the file. You can then open the Excel spreadsheet, displaying summary information about the object or list of objects.
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