Exporting Reports

Any report printed to the screen can be exported to Excel, PDF, CSV, or XML file formats from the print preview window.

Exporting Reports

Complete these steps:

  1. Print the report to the screen by selecting the Screen option on the Printing window.

    The Printing window with Screen selected as the Destination.

  2. Click the Export toolbar button The export button on the Print Preview toolbar. on the Print Preview window. The Export Report window opens.

  3. On the Export Report window,

    • Select the location where you want to store the file.
    • Type in the File Name.
    • Select the format of the exported file in the Save as type dropdown list.

    The Export Report window with the Save As Type dropdown list expanded.

  4. Click Save to export the report. The report exports.

  5. A message appears to notify you when the export is complete.

    The Export Report confirmation message.

Export to Excel

Navigate to the location where you saved the Excel file and open it. The report opens in Excel.

The excel spreadsheet of a report.

Export to PDF

Navigate to the location where you saved the file and open it. The report opens in your default PDF viewer.

The PDF of a report.