Exporting a Chart of Account Download to Excel

Instructions for All Browsers

  1. To set the default program for all COA downloads for all browsers, open the Control Panel from the Start Menu, then select “Default Programs”.Open menuSelect Control Panel

     

  2. Click “Associate a file type or protocol with a specific program”Associate a file

     

  3. Scroll down until you find the .tsv file type.
    1. Click “Change Program” button, select Excel and click “OK” button.
    2. Click “Close” button.
    Change Program to Excel

     

Instructions for Internet Explorer

  1. Click on the “ExportRetrievedData” button
  2. A bar will open at bottom of screen.
  3. Click the “Open” button.
Open file

 

Instructions for Firefox

  1. Click on the “ExportRetrievedData” button
  2. A window will open showing the file defaulting to open with Microsoft Excel.
  3. Click the “OK” button.
Export Retrieved Data
  1. The .tsv file will open in Excel.

Instructions for Chrome

  1. Click on the “ExportRetrievedData” button
  2. A bar will open at the bottom left of the screen.
  3. Click on the up arrow to view the menu.
Select Open
  1. Click on the “ExportRetrievedData” button
  2. A bar will open at the bottom left of the screen.
Open File in Chrome
  1. The file will open in Excel.