Export the Assign Funding by Role Type report to Excel
When creating and editing Role Types it is recommended that you create an export listing of those Role Types so that you have it easily accessible when creating Users in the system.
Step 1: While in the Manage Role Types click on the Export To Excel button to download the list in an Excel format.
This will show up on your computer’s taskbar as an Excel Document to be opened.
Step 2: Click this item to open the listing in Excel. This will open on your local computer using your Excel program to open it.
Step 3: Save this Role Type listing so that you have it to refer to when creating Users in the system.