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

Problem: 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.

Solution: 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.