Exporting and Printing Reports

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Exporting Reports

Before running reports, consider how you wish the detail of the report to be viewed. Report options such as Filtering, Sorting, Column Select, and Formatting are available to deliver specific data to your report in the desired layout. For more information on these options, see the Help section for that option under the Reporting module.

After running your report, click the 'Export' icon  in the upper left corner of the report. Reports can be exported in the following formats.

  • XLS - Excel
  • PDF - PDF Viewer such as Adobe
  • RTF - Rich Text
  • CSV - Comma Separated Value

The report will be exported to a new window.  

Printing Reports

After exporting your report, use the printing options to print the page to your printer or save options to save to a location on your computer.

 


 

Helpful Screenshots