Schedule a Query and Save as Excel file
Campus Solutions > Reporting Tools > Queries > Schedule Queries
On the Schedule Query page, click "Add a New Value"
Add a run control ID. You may want to use the query name for the run control.
Update any prompts and Save.
Click Run.
On Process Scheduler Request, click the checkbox for the correct process if necessary, then click OK.
It will return to Schedule Query page, and there should be a Process Instance number displayed. Wait a few minutes for it to process, then click on Process Monitor.
Locate the Run Status. If it says “Queued” or “Processing” you can wait a few minutes then click “Refresh” button.
Once the Run Status is “Success,” and Distribution Status is “Posted,” click “Details.”
In Process Detail, click “View Log/Trace”
Click the hyperlink for the .csv file. This will download the csv.
Open Excel. In “File” click “Open.” You may need to click “Browse” and navigate to Downloads folder. Set file type to “All Files.” Locate the query in your Downloads folder and open it.
This should open the Text Import Wizard. Select “Delimited,” then click “Next.”
Check the box for “Comma” then click “Finish.”
Save the file as an Excel spreadsheet.
End of process.