Export a report

When you are previewing a report you can export it in various formats such as Crystal Reports, PDF, CSV, Excel, etc. This is useful if you want to manipulate the data further or send it to a colleague.

  1. Preview the desired report and click the Export Report button .
  2. When the Export Report dialog box opens, select a location and type a name for the file.
  3. In Save as type, select the desired format. You can choose from:
  1. Click Save.