FAQ 153: Employee data--Export employee data to Excel


How do I export data to Excel? For example, I want to export Name, SSN, and Matching contribution to send to my client on an Excel spreadsheet.


You can do this using the grid. Create the grid with the desired fields using View-Grid-New from within the EMPLOYEE application. Once you've displayed the employee data in the grid, select View-Grid-Copy to Clipboard. Then from Excel, select Edit/Paste and the data will paste into your spreadsheet.