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You can e-mail and export reports in various formats such as PDF files and Excel® spreadsheets. All reports can be exported using the Print to File option from the Print menu. Some reports also have a Data View option that you can export from in formats such as Excel and Microsoft Access®.

ACS OnDemand

Files exported within the OnDemand environment will open in OpenOffice instead of Microsoft® Office.

 To e-mail a report
  1. In the reports window, select the report you want to e-mail.
  2. Optional: If the report is a Contributions or Financial Suite report, select the appropriate date range in the lower sidebar.
  3. Click Customize.
  4. Select the appropriate report options, then click Preview.
  5. On the reports toolbar, click E-mail Report .
  6. Select the file format you want to email the file as.
  7. An options window displays. The available options differ depending on your selection.
  8. Select your settings, then click OK. Your default e-mail client opens with the report attached.

Exporting to Excel

When exporting to Excel through the Print to File option, the headings display on every page. When exporting to Excel from the View Data window, the headings display at the top of the first page.

 To export a report
  1. In the reports window, select the report you want to export.
  2. Optional: If the report is a Contributions or Financial Suite report, select the appropriate date range in the lower sidebar.
  3. Click Customize.
  4. Select the appropriate report options, then click Preview.
  5. On the reports toolbar, click Print Report .
  6. In the options window, select Print to File, then select the file type in the drop-down list.
  7. To select the location where the file is saved, click Browse .
  8. Navigate to the location and click Save.
  9. Depending on the file type, another options window may display. Select your options and click OK.
  10. Click OK.
 To export reports from the data view

Note

This option is only available on some reports.

  1. In the reports window, select the report you want to export.
  2. Optional: If the report is a Contributions or Financial Suite report, select the appropriate date range in the lower sidebar.
  3. Click Customize.
  4. Select the appropriate report options, then click Preview.
  5. On the reports toolbar, click View Report Data .
  6. Click the arrow beside Export, then select the file type. 
  7. Select the location to save the file and enter the File Name. Click Save.