Export or print reports

This topic describes how to export or print reports. You can export reports as spreadsheets (e.g., Microsoft Excel) or PDF.

Export reports to Excel or PDF

1. If necessary, generate the report.

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.

1. Under List Options, click one of the following:

• Export to Excel

• Export to PDF

1. For File name, enter a unique file name for the report, e.g., Detailed Sales Report MM-DD-YYYY.

2. Navigate to the folder where you would like to save the report.

3. Click Save.

Print reports

1. If necessary, generate the report.

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.

1. Under List Options, click Print.

2. (Optional) Click File and select Page Setup.

3. 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.

4. Click Print.