Export Report from Report Preview

When reports are run they are presented in the Report Preview window. The report data can be viewed and analyzed on-screen, printed, emailed, or exported.

Any statement or report displayed in a Report Preview window can be exported. Custom formatted output, such as the Work Order statement, can only be output to a PDF or HTML file. Reports formatted in a more typical column and row fashion can also be exported to an .XLS or .XML format.

Export a report:

1. Click the Export button on the toolbar.

   The Export window opens, prompting you to select a format. If the report displayed is custom formatted, only PDF or HTML formats are available. 

2. Select your preferred format.

   • If you selected a PDF export, a new browser window opens, displaying the report as a PDF. You can view, print, or save the report as desired.

   • If you selected any other option, your operating system prompts you to indicate if you want to save or open the file.

     Choose between two options:

     • Open your file:

       • Click the Open button.

         The file opens in the appropriate program.

     • Save your file:

       1. Click the Save button.

          A Save As window opens.

       2. Choose a location to save your file and enter a name for your file in the File Name field.

       3. Click Save when you have entered your information.

          Once the file is created, you may receive a confirmation message and be given the opportunity to open the newly created download file.

3. Click the Close option in the upper-right to exit and return to the Report Preview window.