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Jim2® Business Engine Help File

Navigation: Jim2 Functions

Export a Report

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Export to a Spreadsheet

Reports are context sensitive, ie. the choice of reports available via the drop-down options depends on the object you are currently viewing, and the function you are using within that object.

 

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

 

Management Reports Toolbar

 

To use reports:

1.Select a report from the drop-down options.

2.Preview the report, if necessary.

3.Select Print.

Select Xlsx Report File.

print to file'

 

Export to PDF

For this example, we will use a picking slip report from within a job, however you can print to file from any object/list.

 

picking slip report

 

Select the Print icon next to the report.

 

print to file from reports menu

 

Tick Print to File, select the type of file you wish to produce, then select where you would like to save the file. In this instance, we have chosen to produce a PDF file:

 

Picking Slip PDF

PDF file produced

 

You can then email this as required.

 

List of formats available:

Archive File

Text File

Report Emulation Text File

PDF File

Bitmap File

JPEG File

GIF File

Metafile

PNG File

PDF/A File

RTF File

Word (doc) File

Word (doc) Form File

XLS Data File

XLS Report file

Xlsx Data File

Xlsx Report File

HTML File