TABLE OF CONTENTS
When subscribing to a report in Analytics via email, you do not have the option to select the delivery format “Excel with Plain Text” as you do when exporting a report. You only option for an Excel document is “Excel with Formatting”. To get an Excel document without the formatting, you have two options:
- Select “Excel with Formatting” when subscribing to a report via email and then clear the formatting once the report is in Excel, or
- Select “CSV” file format and then export that file into Excel.
Excel with formatting
- Make sure column and row headers are not merged before you subscribe to the report. Also, it is always a good idea to save a copy of the report to the My Reports folder before scheduling.
- Under the “Report Home” tab, select “Subscribe to” then “Email”.
- Make sure to select delivery format “Excel”.
- After downloading the file from your email, open the report in Excel.
- Select the whole sheet, by clicking here:
- On the “Home” tab, go to the “Clear” drop-down menu and select “Clear Formats”.
- This also removes the grid lines. To get the grid lines back, go to the “Page Layout” tab and select the “View” checkbox under “Gridlines”.
Importing CSV File
- Make sure column and row headers are not merged before you subscribe to the report.
- Under the “Report Home” tab, select “Subscribe to” then “Email”.
- Select Delivery Format “CSV”.
- After downloading the file attachment in your email, open up Excel.
- Click on the “Data” tab then select the “From Text” icon.
- Find the file on your computer, then click “Import”.
- Make sure “Delimited” is selected, then click “Next.”
- Make sure “Comma” is selected and Text qualifier “, then click “Next”.
- In this screen, you can exclude certain columns from the report and change the data format. In most cases, you want “General”. There are also advanced formatting options. When done, click “Finish”.
You can select where you want to paste the data. After making your selection, click “OK”.
