1. Building excel reports

1. Choose your report type (what you are downloading)
2. Configure your report
3. Open / Run your saved reports
4. Open / Run shared reports
5. Choose the fields from the object you are downloading.
6. The total number of fields / columns is shown here.
7. Click to remove columns from the report.
8. Use the up and down arrows to arrange the order.
9. Click to save your report to your user account.
10. Choose what companies you wish to download (all / from a saved search)
11. Click to run report – the report will be delivered in Microsoft Excel format.