First, you'll need to download and install your Plugin, see: Downloading, Installing, and Uninstalling a Plugin or Starter Pack

To export to Excel, you must have a full version of Microsoft Excel™ installed and licensed.

Once your new Plugin is installed, follow the steps below to use it.

We encourage you to purchase a training package for accelerated learning and faster customization, see: https://www.planswift.com/support/personalized-training/ for details on scheduling training.