Exporting a Report
Exporting a report recreates it in a different file format including PDF, Excel, CSV, MS Word and HTML. Exported reports can either be saved to disk or opened directly in the associated application. An example of when this is useful is if a report needs to be emailed. A report can either be exported while it is being viewed or directly from the list of reports.
To export a report from the list of reports:
- Navigate to the Report Manager and select the category folder where the report exists.
- Choose the report to export.
- Set any desired report filters.
- Right-click the desired report and select Export from the menu. The Export window appears.
- Choose a file format. For Destination, choose whether the file will be saved to disk or opened with the appropriate application.
To export a report while it is being viewed:
- View the desired report.
- Right-click anywhere on the report canvas and choose Export from the menu. The Export window appears.
- Choose a file format. For Destination, choose whether the file will be saved to disk or opened with the appropriate application.
