Exporting Data to Excel

Overview

This tutorial reviews how to export many forms in the mare management module to Excel. Many forms in Wise Option allow you to sort and view data in a custom way. These forms are easily exportable to Excel, so that users can adjust and sort data for custom reports.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

• Equine Breeders Package

Estimated Time to Complete – 5 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Generating Custom Reports | WO eLearning

Step-by-Step Guidance

1. Navigate to the desired form: Locate and open the form containing the data you want to export.

2. Customize the data view (Optional): Many Wise Option forms allow you to sort, filter, and rearrange data within the form itself. Use these features to focus on the specific data you want to export.

3. Access the export function: Locate the export function within the form (Excel icon at top left of thr grid).

4. Export the data: Confirm the export and location and click "Save." This will initiate the export process and create an Excel file containing your chosen data.

Additional Notes:

• The exported Excel file will likely require some formatting adjustments depending on your needs.

• You can use standard Excel features to sort, filter, and analyze the data further within the spreadsheet.

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

Resources

Easy Document Access in Desktop App