Printing and Exporting Reports to a Computer

Overview

Report content can be exported to a number of file formats for use outside the system. These formats include CSV, DOC, PDF, RTF, Text, XLS, and Print.

To export a report from the Output step:

  1. Click on the Export button on the main navigation bar
  2. Select the format you wish to report to
    From here, you may need to provide additional options based on the selected format. CSV, PDF, and Print formats have additional options, for all others simply follow browser instructions to download the file.

Note: if you choose to export report which contains a chart, your chart will not be updated if you change your data in XLS format. The chart will not be exported to CSV or Text formats.

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