Export Data to an Excel File

Export to an Excel File

To export a list from PS Enrollment to Excel:

1. Select your filter and/or tags in the workspace.

2. Under tasks select Export.

3. A new window will pop up with several fields selected. You can select or deselect any fields you would like by checking or unchecking the box in front of the field name.

Then choose Selected Only or All Found.

4. When the records are exported, click Download Data and the file will download.