Export a Report

Once you have generated a report, you can export it as a different file type, such as a PDF or spreadsheet.

  1. Click the Reports tab.
  2. Click Reports, then select the report you want to export.
  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.