Export a Report

There are two ways this can be performed.

Note: This will export raw data to a spreadsheet, meaning there will be no formatting. This way of exporting is intended for use by those who wish to manipulate data within Excel.

Export using the Excel icon in the Report area of the ribbon

Permission for use of this is based on report permissions since it accesses the report for the information.

When you click Excel, it will first pop to screen any further filters that may apply, then open a spreadsheet window and populate it with the data from the report selected. Each report pipeline will be represented in a separate sheet, eg. Job, JobComments, JobStock, etc.

Note: If the report selected is an Email from type of report when the further filter screen appears, you will see that the only option you have is to Email. There will be no spreadsheet created.

Upon opening this window, you can the proceed to use the Save to File button at top left to save to Excel.

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.

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.