How to Copy and Paste Navigate Data to Excel

This guide shows you how to copy data from any grid on the Navigate staff site and paste it into Excel, ready for analysis and reporting.

On the staff site, anywhere data is shown in a grid format it can be highlighted, copied and pasted into an Excel document. This adds the data to your spreadsheet ready to be arranged, filtered or added to a pivot table.

Copy and paste data to Excel

1. Select the module the data needs to be taken from and click See All to access the data grid.
2. If the data is more than 50 rows, amend the items per page dropdown at the bottom of the page to show all data (maximum 2,500 records per page).
3. Left-click the mouse above the first column to be copied, then drag across the data you want. The data will be highlighted in blue. Make sure to include all headings. Right-click and choose Copy, or press Ctrl + C.
4. Open an Excel spreadsheet, click in cell A1 and right-click. From the paste options, choose to paste matching the destination formatting. This adds the data without any formatting, ready to be arranged, filtered or added to a pivot table.

Source document attached below.