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Once the report to be exported is displayed on the screen, click on the Export Icon. An Export Report Options screen will appear. You may choose to either Export or Export and Email.
Export Select the location to save the report. Enter a file name. Select the Save as type: |
Adobe Acrobat (PDF): creates a pdf file.
Crystal Reports(RPT): Only Crystal Reports software can open this file in a usable format. Microsoft Excel (XLS): Excel format. Microsoft Excel Data Only (XLS): Excel format Rich-Text Format (RTF): A Word file is created that opens in Microsoft Word with the data exported on the screen. It can also be opened in Corel 8 and Lotus Word Pro. This is an interchange format from Microsoft for exchange of documents between MS Word and other document preparation systems. Microsoft Word (DOC): Word format. |
Export and Email
A .pdf of your report will be created and attached to an open email in which you may enter the recipient’s email address. |