---
title: "Exporting to Excel"
description: "This article outlines the process for locating records and exporting them to Excel. Prerequisites : Administrative access to the relevant area of Wheelhouse containing the records of interest is requ…"
url: "https://support.wheelhousemfg.com/article/r0fpy8jaqn-exporting-to-excel-for-ad-hoc-report-creation"
category: "Reports, Import, Exports, and Document Templates"
updated_at: "2024-08-01T21:39:31Z"
---

# Exporting to Excel

This article outlines the process for locating records and exporting them to Excel.

**Prerequisites**: Administrative access to the relevant area of Wheelhouse containing the records of interest is required.

### 2-Click Export to Excel from Any List View

From any record list view, click the Excel icon and select "Export Results to Excel" from the menu.

![steps one and two](https://files.helpdocs.io/u2psp4t8yl/articles/r0fpy8jaqn/1622137021985/image.png)

### 5 Steps to Find Specific Records and Export to Excel

If you want to expand or filter the list of records before exporting, follow these steps.

1. Navigate to the **list** view for the records of interest. For example, Open Quote

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![](https://files.helpdocs.io/u2psp4t8yl/articles/r0fpy8jaqn/1721753926184/image.png)

1. **OPTIONAL**: For a report encompassing all types of records of interest, such as Open Quotes, Closed Quotes, and Abandoned Quotes, use the tree navigator to select the top level.

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![](https://files.helpdocs.io/u2psp4t8yl/articles/r0fpy8jaqn/1721754573939/image.png)

1. **OPTIONAL**: Add a search term to filter the records to the area of interest.

See our [Searching in Wheelhouse™](https://trestle.helpdocs.io/app/content/article/82cahqvyh4) guide for additional search help.

![](https://files.helpdocs.io/u2psp4t8yl/articles/r0fpy8jaqn/1609869566607/image.png)

1. Select the **Excel export menu** and click **Export Results to Excel**.  This will compile the results from the current search into an Excel spreadsheet that will be downloaded to your computer.
   
   ![excel dropdown](https://files.helpdocs.io/u2psp4t8yl/articles/r0fpy8jaqn/1622137327384/image.png)
2. Open the Excel spreadsheet and create the report you need. Often, selecting the data and inserting an Excel Pivot Table is the fastest way to build an ad-hoc report. Search the internet for help on using a Pivot Table.