How do I export data from a report in WebCATS into Microsoft Excel?

Once a report has been run in WebCATS there is no option or ability to manipulate the data of the report.  Fortunately, you do have the ability to export the report into a program that will allow you to manipulate and re-format the data.  Following are the steps for exporting a report from WebCATS into Microsoft Excel:

1. Click on the Report button and select the report that you want to run. (Note that you can do this with reports of any kind- Client reports, Counselor reports, Milestones reports etc.).
2. Change the Output Format to "Export Format (comma delimited)" as shown in the following screenshot:



3. Click Generate Report.  Once the report is finished generating, choose File|Save and save it to a location that you'll remember!
4. Launch Excel and choose File|Open.  Browse to the saved data (you may have to select “All Files” from the “Files of Type” pick list at the bottom of the “Open” screen in order to find the desired file because the file that you saved is not yet an Excel file) as illustrated in the next screenshot:



5. Once you have chosen to open the selected file, you will be taken to the "Text Import Wizard".  Step 1 of the Wizard should determine that your data is delimited- if for some reason it does not, select "delimited" and click Next.



6. For Step 2 of the Wizard, choose "Comma" as your delimiter, then click Next.



7. For Step 3 of the Wizard, the Column data format should be General.  Notice that there is a Data preview, similar to the WebCATS reporting preview so you can see what the column data format will look like.  Click the Finish button.

Want more? Browse our extensive list of WebCATS FAQs.

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