Thank you for your post.
When you select "Save/Send Records As -> Excel...", you have to option to export either the found set of records (Records being browsed) or one record (Current record). If you want summary information, then instead pull down the File menu and select "Export Records". The next dialog box looks almost identical to the previous dialog box, but for the pop-up next to "Type", select "Excel workbook" or "Excel 95-2004". When you click "Save", you then get to specify the fields that you want to export. Select the fields you want exported, including the summary fields, and since this is a summary report, be sure to select the field(s) under "Group by". If you have special formatting, then at the bottom of the dialog box, there is an option to "Apply current layout's data formatting to exported data".
This should get you pointed inthe right direction.
Please let me know if you need clarification for any of the above steps.