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11. When presented with the task of analyzing information or creating an ad-hoc report, it may be useful to export the data within Self-Service Financial Management to a .csv file.  To do so, click the “Export” button in the top right of display. There are two options: Download CSV or Detail CSV.  The Download CSV will provide a report similar to the Colleague GLBR report. The Detail CSV will provide a report similar to the Colleague GLBS report.

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Warning
titleProtect University Data

Before exporting the Excel file in step 1112, please remember financial data is for University purposes only. It is not to be shared or stored outside the University.

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