Regulatory Management: Export SSRS Report to Excel Spreadsheet

Overview

Opening an SSRS report in Excel allows users the ability to customize and manipulate data to meet their needs (e.g., perform additional calculations; remove unneeded rows/columns, etc.). In order for an SSRS Report to display correctly in Excel, it must be exported as a .CSV file (comma separated values).

Step-by-Step Process

1. Once your report displays, click Export.
   
2. Select CSV (comma delimited) from the drop-down list.

   Note Although the option is available, do not select Excel. Selecting Excel may cause the spreadsheet to display incorrectly.

3. Click Open.
   The SSRS report data displays in a spreadsheet.
   Note You may need to adjust the width of columns in order for the data to display correctly.
4. Once you have finished editing the data, click Save As from the File menu.
5. Enter a File name and select Excel Workbook from the Save as type drop-down list.
6. Click Save.