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Enable Export to Microsoft Excel

Enable the Microsoft Excel option in the export dropdown within a process or value stream.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

As an administrator, you can enable the ability for users to export to Microsoft Excel.

Quick Steps

  • Open the Settings from the left navigation menu

  • Click on the companies button

  • Open the individual company detail screen

  • Select or unselect the Export to Microsoft Excel permission

  • Click Update Company

Once the setting is saved, the option to export to Microsoft Excel is available within processes and value streams. Users can export to Microsoft Excel now.

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