Step 1: Open the Workbook

Start Discoverer Viewer and select the workbook that you want to use.

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

Step 2: Export the File

To export the results of a report, select 'Export' from the Actions box on the left-hand side of the screen.

Step 3: Select the file type

From the drop-down menu, select the needed file type. Usually either CSV (Comma delimited) or Microsoft Excel Workbook.

Click the 'Export' button.

Step 4: Export ready

Select the 'Click to view or save' button

Step 5: File dialog box

The file dialog box should open*. From here you can choose to open the file in a selected application or save it to a desired location.

*It may not open if you have already chosen the option to always open this type of file with a particular program.

To open the file, see Step 5a

To save the file, see Step 5c

Step 5a: Open the file

Select 'Open with' and from the drop-down menu. Select a different program if the default is not appropriate.

If you want to always open this type of file with the program selected click 'Do this automatically for files like this from now on.' In the future the file will always open and will not be prompted with this dialog box.

Click 'OK'

Step 5b: The file opens

The file opens in the selected application.

If you wish to save the file, click File> Save. Choose the location, change the name of the file if you wish, and click 'Save'

Step 5c: Save the file

Click 'Save' then 'OK'

Step 5d: File location

From the 'Save in' drop -down box, select the location to save the file. Change the name if needed, and click 'Save'.