How to Export Reports

How to Export Reports

The Reporting system has 3 main formats for export.
  1. PDF
  2. Excel
  3. CSV
However not all modules have the CSV export function.

See steps below on how users can export reports in each format.


Export to PDF

This export method is available for all reports and documents.

With the Report generated:
  1. Click on the blue floppy disk icon to reveal the export options.
  2. Click on PDF to export the report / document.




Export to Excel format

This export method is available for all reports.

For report, generate the report by clicking "Print" button on the report generation page.

(This page will look different depending on the report being generated, but they all share the same "Print" button at the bottom-right corner.)



With the Report generated:
  1. Click on the blue floppy disk icon to reveal the export options.
  2. Click on either Excel or PDF to export the report.




Export to CSV format

("CSV" is short for "comma separated values")
This export method is available for Document Listing Reports.

To export to CSV, click on the "Data Export" button instead of the "Print" button.




Saving the exported file

After selecting PDF, Excel or "Data Export"; a pop-up of Windows File Explorer will appear, prompting you to choose a location and name to save the exported file.



Once the file is saved, the exported report / document can be accessed.

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