Export Reports or Report Statements

Maintenance Connection reporting features include the ability to create an export file of report output. Any statement or report displayed in a Report Preview window can be exported. Formatted output, such as a Work Order statement, can only be output to an HTML file. Reports formatted in a more typical column and row fashion can also be exported to an .XLS or .XML format.

Create an export file of a report or report statement:

1. Access the report you want to export.

   • If you are viewing a smart report, an Export button is available in the Smart Report toolbar.

   • If you are viewing a standard report or report statement, the report must be run and presented in a Report Preview window to access the Export button.

2. Click Export.

   The Export window opens, prompting you to select a format. If the report displayed is custom formatted, only an HTML format will be available.

3. Select your desired format.

   Your operating system asks you if you want to save or open the file.

4. Click Save.

   Your operating system Save As dialog box opens.

5. Save the file.

6. Click Close.

   The window closes.