The product provides Exporting to Comma Separated Value format (.csv) which can be opened in Excel. User may also opt to Print the report to a connected printer.
How to Export a file
1. From the Object Navbar, click on the module where the Report is.
2. Click Report icon on the Sidebar.
3. The Report dialog box opens with a list of available reports. Click on the Report to export.
| Tip |
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Make sure that the report that you use has all the fields that you want to export. If needed, here is a link on How to Create a New Report. |
4. At the top of the report, click on the Report Export icon. File open dialog box opensChoose format: CSV, PDF or HTML.
5. Select radio button, "Save file".6. The file is downloaded automatically downloads to the user's hard drive with the default default download folder with filename as the name of the report name.
How to Print a file
1. From the Object Navbar, click on the module where the Report is.
2. Click Report icon on the Sidebar.
3. The Report dialog box opens with a list of available reports. Click on the Report to print.
4. At the top of the report, click on the print icon.
5. Print settings dialog box opens.
6. Click "Print".
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