Hi Mike,
Those steps are how Save as CSV is supposed to work, so glad it is working on your computer.
As for copy to clipboard on OS X:
1. In SAM, on the Results page, click the Cash Flow tab.
2. Click Copy to Clipboard.
3. Outside of SAM, create a new text file or spreadsheet using the appropriate application.
4. Press Command-v to paste the data from the clipboard to the file.
Best regards,
Paul.