Exporting Reports

There are two options to export reports. The Quick Export option automatically saves a copy of a report according to your Print Options settings. You can also export from the Print Preview window, which gives you the option of selecting another file type, file name, or folder location not set up in Print Options.

Exporting a Report Using Quick Export

Quick Export saves a report to a location and file type set in Print Options. Before you Quick Export a report, you can set up the folder path, file type, and file name options for a selected report. See Setting Your Print Options for information.

To export a report, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Reports Manager under Reports.
  2. Click My Reports, Shared Library, or Firm Library on the navigation panel and select a view.
  3. Select a report in the grid.
  4. Click Quick Export in the Run group on the Home tab or select Print > Quick Export from the Application menu. The report exports automatically to the location and in the file format set in Print Options.

Exporting a Report Using Print Preview

To export a report from the Print Preview window, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Reports Manager under Reports.
  2. Click My Reports, Shared Library, or Firm Library on the navigation panel and select a group.
  3. Select a report in the grid.
  4. Click Print Preview in the Run group on the Home tab.
  5. Click on the Print Preview toolbar and select a file type to display the Save As window.
  6. Enter a folder location and file name.
  7. Click Save to save the file in the specified location.

Tip: Do the following to calculate amounts in a report you export to Microsoft® Excel®:

  1. Click the Excel cell in which you want to enter a calculation.
  2. Enter = to start the formula.
  3. Do one of the following to enter the first value:
    • Select the cell that contains the value that you want to use.
    • Enter the value that you want to use.
  4. Enter one of the following math operators:
    • A plus sign (+) to add values.
    • A minus sign (-) to subtract values. (You can also use the minus sign to signify a negative number, such as 24*-5.)
    • An asterisk (*) to multiply values. (Use % in a formula with * to multiply by a percent, such as 15%*20.)
    • A forward slash (/) to divide values.
  5. Do one of the following to enter the next value:
    • Select the cell that contains the value that you want to use.
    • Enter the value that you want to use.
  6. Repeat steps 4 and 5 for any additional values you want to include.
  7. When the formula is complete, press Enter.

Notes:

  • You can click Export on the Print Preview toolbar to export reports.
  • You can click Page Setup on the Print Preview toolbar to change the paper size and orientation and margin sizes.