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E-mailing reports to others in your church, school, or organization can cut costs and save paper. It’s also a good way to communicate with staff who work outside of your office. You can e-mail and export reports in various formats such as PDF files , spreadsheets, rich text documents, and emulation text files.If you simply want to save a report as one of these files types, you can export it to your computer or network. (If you are exporting a report, you have the additional options to save it as an HTML document, spreadsheet, or graphic file.)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®.

Info
titleACS OnDemand

Files exported within the OnDemand environment will begin opening open in OpenOffice instead of Microsoft® Office. For more information, click here.

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titleTo 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 Image Added. Image Removed
  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.
Tip
titleExporting 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.

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titleTo 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 Image Added. Image Removed
  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 Image Added. Image Removed
  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.
If you saved the report as a spreadsheet, rich text file, or emulation text file, you can now open the report and edit it.
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titleTo export reports from the data view
Note
titleNote

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 Image Added.
  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.
Noprint
Related topics
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Setting Report Fonts
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Reports