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.
Open an object (job, etc.) or list for reporting.
1.Choose a report from the drop down options.
2.Preview the report, if necessary.
3.Click Print (either from the Preview screen or Print in the Report toolbar).
Select Xlsx Report File.
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For this example, a picking slip report from within a job is being used.
Click Print next to the report chosen in the Report toolbar.
Tick Print to File, select the type of file to produce, then select to save the file. In this instance, produce a PDF file:
This can be emailed as required.
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List of formats available:
Archive File
Text File
PDF File
Bitmap File
JPEG File
GIF File
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Metafile
PNG File
PDF/A File types
RTF File
Word (doc) File
Word (doc) Form File
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XLS Data File
XLS Report file
Xlsx Data File
Xlsx Report File
HTML File
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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
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