How Do I Export a Report?
Once a report has been produced as an Adobe Acrobat file, you can export
the report in any of the following formats:
Microsoft Excel
(.xls)
Microsoft Word
(.doc)
Rich Text Format
(.rtf).
The export output is placed back in the New
folder. When you view the export file it is displayed in the appropriate
application i.e. Microsoft Word or Excel and you can save the file to
another location if required.
Note: Some
reports allow you to choose Microsoft
Excel (Data only) as the output Format
before the report is run. In
this case the report output data is saved directly to an MS Excel file
and a report is not produced. See How do I Create
a Report?
To export the report results after the report has been produced:
In the Menu list, select Reports
View Existing Report.
In the Selection list, select
New or Saved.
A list of reports is displayed by report category.
Click the ... button alongside
the name of the report you want to export to display the Report Properties
dialog.
In the Export Options field at
the foot of this dialog, select the type of export file you
require. The
file types include Microsoft Excel, RTF and Microsoft Word.
Click Export
Report to begin the export process.
A message is displayed confirming
that the export is in process and that the export file will be available
in the New folder once the export
has finished.
Click Finish.
Note:
When exporting reports the text colour will appear in the exported format
as it did in the original report but the background may not necessarily
be the same colour as the original. This may result in such occurrences
as white text a white background and so prove to be invisible in the exported
document.
For
example: The Pending Items Review report uses white text on a dark
background for employee names but when this is exported to Excel, the
white text is exported but the background in the Excel cells remains white.
When the user then opens the Excel document it appears as if the Employee
names have not been included with the exported data. To rectify this problem,
the user should open the Excel spreadsheet, use the keyboard keys Ctr-A to select All, and then, from
the menu bar select Format > Cell
> Font and then from the Color
option, select Automatic.
What to Do Next
After you export a report, you can do any of the following:
View the report
Print the report
Save the report
Send the report to another user