How to Export Data to Excel in Workday

This following article will walk users through the process of exporting data from Workday to Excel. The table icons mentioned in this guide appear for all tables offering data.

Step 1: Select the Export to Excel icon from the options in the top righthand corner.

Note: Selecting either Export to Excel icon will download the same file.

Step 2: Select Download from the Export Document pop-up window.

Note: Depending on your device settings, the file may open automatically in Excel, or you may need to select it from your Downloads.

After selecting the Export to Excel icon, a small pop-up window appears that says Export Document in large black font. Below Export Document is a blue button with Download written in white text in the center. There is a small blue X in the top righthand corner of the pop-up window to close it. The rest of the Workday screen shows as grayed out or faded.

Step 3: Review the information in Excel.

Note: Depending on your device settings, you may have to select Enable Editing before you can use Excel functions.

A screenshot of the table information displayed in Excel.

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