Jenzabar Campus Portal Features Help Hub

Export a Worksheet to Excel

You can export a budget worksheets into Excel to:

  • Create various budgeting scenarios for comparison.

  • Perform additional data manipulation.

  • Add a modified version as an attachment to a specific line item or the worksheet.

How To
Export a Worksheet to Excel

  1. Click Prepare Budget or Worksheet List. Any worksheets assigned to you appear on the Main page.

  2. Click on the worksheet you want to export to Excel.

  3. Click on the Export to Excel  icon.If a master worksheet consists of several descendant worksheets, click on the Export to Excel  icon next to the master or descendant worksheet you want to export.

  4. Click the Open button to view the budget in a spreadsheet immediately or the Save button to store a copy.