Page tree

Once you have generated a report, you can export it as a different file type, such as a PDF or spreadsheet. You can also export and email the report in a single series of steps.

 To email a report
  1. On the Reports tab, open the query.
  2. In the Export group, click E-mail As.
  3. Select the file format in which to email the file. An options window displays. The available options differ depending on your selection.
  4. Enter the necessary information, then click OK.
  5. Save the file to your computer.
  6. After you save the query, your default e-mail client opens.
  7. Enter the To and text body information, then send the e-mail.

 To export a report
  1. On the Reports tab, click Reports.
  2. In the left pane, select the report.
  3. In the Print group, click Report Preview.
  4. In the Export group, click Export To.
  5. Select the file format you want to export to.
  6. An options window displays. The available options differ depending on your selection. Select your settings and click OK.
  7. Navigate to the location where you want to save the file.
  8. Click Save.

The file is exported in the format and to the location that you specified.



Related Topics