Exporting reports

You can export the report to many file formats for use outside the system. These formats include CSV, DOC, PDF, RTF, Text, XLS, and Print.

Perform the following steps:

  1. Generate a report.
  2. Click Export Export1.png on the main navigation bar.

  3. Select the format to which you want to export. You might need to provide additional options in the export settings on the right panel of the menu based on the selected format. 

    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.

  • CSV - Select your preferred settings and click the Export button.
    Export3_CSV.png
  • DOCX - Follow browser instructions to download the file.
  • PDF - Select your preferred settings and click the Export button.
    Export3_PDF.png
  • Text - Follow browser instructions to download the file to your preferred location.
  • XLSX - Select your preferred settings and click the Export button.
    Export3_XLSX.png
  • Print - A preview window is displayed. Review the output and click the Print link.