Exporting Costs to Excel
You can export one or more of your cost items to a file and opened with MS Excel or other financial software.
| 1. | Log into the Service Desk console as Administrator, and open the ITFM Cost Item workspace. |
| 2. | Select the records you want to export, or don't select any to export all records. You can create a Saved Search to limit the records that appear. See Using Saved Searches. |
| 3. | From the toolbar, click Export Cost Item to Excel. The confirmation window appears. |
| 4. | Click Yes to export ALL records, or click No to export only the selected records. The export confirmation window appears. |
| 5. | Choose Open with Excel to open the file immediately, or Save File to save the list to your local drive to open later, then click OK. |