How to download Reports

Last updated by Tom Inglis on July 16, 2019 11:48

To download Reports, click on Download then on Benefits or Contracts.

Click on the Filter button and type in or select values for as many of the fields as you would like before clicking on the button at the bottom of that view to apply them.

You will then see a list of Benefits or Contracts which match the filters you have applied.

You can then select between the XLS and ODS file formats, and either:

  1. Click on the Download All button to download all of the filtered results; or
  2. Select the pages of items or individual items you are interested in and then click on the Download Selected button to just download those specific items.

You can then save the spreadsheet file to your PC or mobile device.

If we have a lot of users trying to do this at the same time, you won't be able to save the file straight away, instead we will send you an email with a link to download the file later, once we have had a chance to process it.

You can open an XLS or ODS file in any spreadsheet programme, including Microsoft Excel, Google Sheets, Apple Numbers and LibreOffice Calc.