REPORT BASICS

All SendSafe reports follow the same methods of operation. You select a report, apply filters, and generate on-screen results.

All SendSafe reports can be manually copied and pasted into a spreadsheet. The follow is an example of how to do this for Excel.

Step #1: Create your report as usual. In this example we are using the "Employee Units Worked" report.

Step #2: Select either the entire report or parts of the report using your mouse. You must only select the area between the report column titles and the last line you want to include. Selecting any other parts of the page will lead to poor spreadsheet import results. In the example below we have selected all the lines in the report.

Step #3: Right click on the selected text and chose copy from the menu. You can also press the Crtl-Insert or Ctrl-C hot key combination to copy the text to the clipboard.

Step #4: Open an empty spreadsheet in Excel or go to a spreadsheet you are already working on. Click on the Column in the spreadsheet where you wish to insert the lines from the report then select the "paste special" menu item from the file menu.

Step #5: Select the "text" option from the "paste special" dialog box. The lines from the report will be pasted into the Excel spreadsheet.