How to download a report to Excel

Learn the step-by-step process of downloading a report to Excel for seamless data management and analysis.

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

All reports on the Reports and Customer page can be downloaded. On the Reports page, select the download icon (top right) and choose Download this page in Excel or Download Excel with all invoice lines.  

  

The Download this page in Excel download will include only the level of detail shown on the screen. 

To show detail for a particular group of accounts, click on the arrow to show the account detail before downloading. Hint:  To include all detail available, click 'Expand all' before downloading the report.