Exporting a Report

When you run a report, you can export the report in a variety of formats. These formats include Adobe Acrobat (.PDF) for easy report distribution, eXtensible Markup Language (.XML) for easy analysis of your data in other financial packages, and a Microsoft Excel (.XLS) format, that retains more of the original report columns and layout for convenient use in a spreadsheet.

To export a report
  1. Make sure you select the Window check box in the Send To field on the Report Definition window.
  2. Select the Run Report button. The system displays the report in the report viewer.
  3. Select the Export Report button on the report viewer. The system displays the Export window.
  4. Select the desired format (for example, Adobe Acrobat or Microsoft Excel).
  5. Select the desired destination (for example, an application or a disk file).
  6. Select OK.

If you choose to send the report to a disk file, the system displays the Choose Export File window, which allows you to select a folder in which to save the file. If you choose to send the report to an application, the system opens the appropriate program and displays the report.