# Export and print reports

## Export reports to Excel or PDF

1. If necessary, generate the report.

{% hint style="info" %}
If the report contains grouped columns and you export it to PDF format, you will not be able to expand the groupings in the PDF. If you want to see grouped data in the PDF, expand the groupings before you export to PDF. Groupings can be expanded or collapsed in Excel.
{% endhint %}

2. Under **List Options**, click one of the following:

* Export to Excel
* Export to PDF

3. For **File name**, enter a unique file name for the report, e.g., Detailed Sales Report MM-DD-YYYY.
4. Navigate to the folder where you would like to save the report.
5. Click **Save**.

## Print reports

1. If necessary, generate the report.

{% hint style="info" %}
If the report contains grouped columns and you want to see grouped data in the printed report, expand the groupings before you print the report.
{% endhint %}

2. Under **List Options**, click **Print**.
3. (Optional) Click **File** and select **Page Setup**.
4. Select page options:
   1. From the **Size** drop-down, select the paper size.
   2. Under **Orientation**, select either Portrait or Landscape.
   3. Under **Margins**, adjust the margins, as required.
   4. Click **OK**.
5. Click **Print**.


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