You can export a list of sites to Excel if you need to do analysis or data manipulation. You can follow the steps below to export a list of sites to an Excel file.
- Click the Sites (Client) tile.
- Click the Options button.
- Select the desired format.
TrackTik will prepare the file and alert you when ready.
Download the file by selecting Download.
Troubleshooting:
If clicking the Excel download opens a blank window or nothing happens while CSV works, try the checks below.
- Confirm the format is available. Some data sets only support CSV exports. If the Excel button doesn’t appear, the feature may not be available for that dataset or your role.
- Allow pop‑ups and redirects for your portal and disable any pop‑up or ad blockers for the site. Excel exports often open a new window to generate the file.
- Disable “Open Office files in the browser” in Microsoft Edge or Chrome’s built‑in Office viewer so the export is saved as a file rather than opened inline.
- Clear your browser cache/cookies for the portal and sign in again. A stale session can block authenticated file downloads.
- Try another browser (Chrome, Firefox, Safari) or a private/incognito window to rule out extensions or cached state.
- Check your role and permissions. Some roles can export CSV but not Excel. Ask an administrator to confirm your export entitlements.
- Reduce the export size (date range, region, filters). Large Excel exports can time out; CSV may succeed because it streams differently.
- Confirm that your network or security tools (VPN, Zscaler, firewalls) allow file downloads and redirects from the portal’s export domains.
If issues persist, share with Support: your portal URL, dataset/report name, date and time of attempts, your browser and version, and whether CSV succeeds while Excel fails. This helps determine whether the limitation is feature‑based, permission‑based, or environmental.
Exports can time out when the dataset is too large or requires heavy processing. To complete your export:
- Narrow the scope:
- Filter by date ranges (for example, split a month into weeks or days).
- Filter by region, site, user, or other attributes to reduce rows.
- Remove nonessential columns or metrics if your export tool allows column selection.
- Choose a more scalable format:
- CSV generally streams faster than Excel for large datasets. Use CSV when possible.
- Run during off‑peak hours. Heavy system load can increase processing time. Try early morning or late evening.
- Break the export into segments. Export separate subsets (for example, per region or per week) and combine them locally.
- Verify filters before export. Preview the data grid and confirm row counts are manageable.
- Check local limits. Ensure your browser and machine have enough memory and storage free for the file.
If exports consistently time out even after filtering, contact Support with the exact report, filters applied, estimated row count, and the time of your last attempt. We can advise limits and alternatives for bulk retrieval.