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Applies to report views displaying Dump to Excel above the results table. Export availability depends on the report viewer and the account’s permissions. Check the workbook’s report context and exported fields before using or distributing the results.

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What is required before exporting?

  • Access to the required report and its data.
  • An available Dump to Excel control.
  • Permission to download the report’s contents.
The control can be absent from read-only report views. Reports containing Bloomberg EIDs prohibit export through this action.

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How to request and download the workbook

  1. Open the required report.
  2. Check the report identity and dates above the results.
  3. Select Dump to Excel.
  4. Follow the applicable download path:
    • Standard risk and P&L reports: Notification Center opens after an accepted request. The File request sent! message confirms submission; the workbook is still being prepared. Locate the matching notification, wait for Download, then select Download.
    • Historical P&L reports within VaR: the workbook downloads automatically after preparation. These exports do not require Notification Center.
  5. Check the browser’s download list for the .xlsx file.
  6. Open the workbook.
Verify the report context in the Parameters worksheet. Check the exported worksheets and fields before using or distributing the file. See Notification Center for refresh, temporary download links, and read-state behavior.

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Which data does the workbook contain?

The export uses authorized report data and the configured Excel output. Browser-grid filters, sorting, column visibility, and grouping are not submitted by Dump to Excel. Historical P&L exports still apply report filters and drill-down filters selected in the parent VaR report. For risk reports, an Excel export configuration can select columns, apply filters, group data, or exclude error rows. Consequently, this action does not guarantee every raw row or every report field appears in the workbook. Use Export to Excel when the current table’s filters, sorting, and grouping should influence the export.

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What can prevent a download?

For unresolved failures, provide the report details and displayed message to the configured support contact.