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Procedure documentationExporting Reports to a File

Procedure

Use this procedure to export a generated report to a file that can be used by other applications.

Note Note

To export reports your authority level must be level 5.

End of the note.

To export a report:

  1. Generate the report as described in Generating Reports.

  2. Click Export. The Export/Send Report dialog appears.

  3. Under Drive, select the location of the disk where the export file will be saved. The current list of available folders you can use appears under File List.

  4. Do one of the following:

    • To create a new folder in which to save the report, click Folder, type the name of the folder, and then double-click the folder name

    Note Note

    To create sub-folders within the folder you just created, repeat the steps above.

    End of the note.
    • To use an existing folder, under File List, double-click a folder.

  5. Under File Name, type the name for the export file.

  6. Under File Type, select the type of file that you want to create.

  7. If you want to include the column headings and the report title in the export file, click Including column headings.

  8. Click Export.