How Can We Help?
< All Topics
Print

Most reports can be exported to PDF, Excel, or Word. The following instructions describe how to export a report to different formats.

 

First, navigate to any standard report and enter the desired criteria into the report filters. Once finished, click “Preview Report” at the bottom of the screen.

Preview

 

A preview of the report will be displayed in a pop-up window. **If you do not see the pop-up preview, check your URL bar for a pop-up blocker and allow the pop-up.**

On the report preview screen, click the image of the disk and then select the desired export format. The report will be immediately exported to your downloads folder.

Export