Step 1 Open the Workbook

Start Discoverer and select the workbook that you want to use.   You may run the report first with the desired parameters and check the output before exporting, however, you do not have to.  Click Cancel when prompted for parameters if you do not want to run the report first.  You will have an opportunity to enter parameters during the export process.

Follow the directions in the Introduction to Discoverer tutorial if you need assistance with this step.

Step 2 Export the File

To export the results of a report, choose File.....Export from the menu.

Step 3 Export Wizard Step 1

The Export Wizard box will open.  Click Next to keep the default options.

Step 4 Export Wizard Step 2 - File Format

Click the down arrow under What export format do you want? to choose a format. Choose CSV if you will be using the report data in a mail merge.  Please note, if you choose Microsoft Excel, the file will export with macros.

Step 4 Export Wizard Step 2 - File location

If you know the location where you want to save the file, you can type it in the box under Where do you want to save the file?.  Otherwise, click the Browse button next to the box to choose the file location. 

Click on the down arrow next to Location:.  Use the scroll bar to see all of the drive letters and double click on folders to identify the location to save the file. 

For example, if you want to store the file in your My Documents folder: 
     -Click on C:\
     -Double click on the folder icon next to Documents and Settings under Files:
     -Double click on the folder icon next to your username under Files:
     -Use the scroll bar to find My Documents, and double click on the folder icon next to it

The file name defaults to the workbook name.  Change the text in the File Name box if you want to use a different file name. 

Click Save to pick the specified location and file name.

Click Next when finished.

Step 5 Export Wizard Step 3

If your report uses parameters, you will be prompted to enter parameters.  You may change them here if you'd like the exported report to be different.  Otherwise, keep them the same.  Click Next.

Step 6 Export Wizard Step 4

The last Export Wizard box will open.  Click Finish to keep the default of Supervised.

Step 7 Export Complete

A dialog box should appear indicating that the report is running.  Upon completion, the Export Log box should appear.  Check the Status to make sure the export was successful.  Then click Ok.

Your exported file should now be in the location that you indicated and ready to use.  The dialog box shows the location of the file next to Files exported to:  and the file name under the File Name heading.