Export a Report

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There are a number of ways to export reports. Following explains how to export to a spreadsheet or a PDF, and below this information is a list of all formats available for export.

 

Reports are context sensitive, ie. the choice of reports available via the drop down options depends on the object currently being viewed, and the function being used within that object.

 

The actual printing devices available must have been previously assigned in Setups, regardless of whether printing or exporting.

 

hmtoggle_arrow1Export to a spreadsheet

 

hmtoggle_arrow1Export to PDF

 

List of formats available:

Archive File

Text File

PDF File

Bitmap File

JPEG File

GIF File

Metafile

PNG File

PDF/A File types

RTF File

Word (doc) File

Word (doc) Form File

XLS Data File

XLS Report file

Xlsx Data File

Xlsx Report File

HTML File

 

Further information

Accounts

Assets

Banking

CardFiles

Copy Move Merge

Dashboard

Documents

Donations of Stock

eBusiness

Email (inc. Archiving)

Enter Workers Compensation

Export Data

Factor a Procedure with 3rd Party Debtor Finance

Give a Customer a Permanent Discount

Invoicing

Items

Jobs

Management

Manufacturing

Pay Commission to a Contractor

Projects

Purchases and Expenses

Quotes

Reassign Account Managers

Record a Customer Rebate

Record a Vendor Rebate

Record Commission Payment from Vendor

Record Commission from Vendor

Scheduling

Sell and Redeem Gift Cards

Standard Form Buttons

Standard Object Footers

Stock