How to export reports?

Home Forums Reports, Forms and Data Export How to export reports?

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    All the WMS reports can be exported to other programs for manipulation and viewing by selecting the export icon in the top left hand side of the report.

    Microsoft Excel – Data Only – Best option for report manipulation

    1. Generate your required report
    2. Select Export
    3. Select Format: “Microsoft Excel 97-2000 – Data Only (XLS)”
    4. Select Destination: “Application”
    5. Select “OK”
    You will now be asked to select Excel Format Options, choose “Custom” and select OK without making any changes.
    If you are prompted with any further screens, continue to select OK without making any changes.
    The report will open on your screen (minor adjustments may be required on some reports to align column headers and data)
    Select Save As prior to exiting to save this report for future use.

    * Selecting “Disk File” at step 4 and the report can be saved for later use rather than opening immediately.

    Adobe Acrobat (PDF) – Best option for Emailing, Storing and Printing

    1. Generate your required report
    2. Select Export
    3. Select Format: “Adobe Acrobat (PDF)”
    4. Select Destination: “Application”
    5. Select “OK”
    If you are prompted with any further screens, continue to select OK without making any changes.
    The report will open on your screen.
    Select Save As prior to exiting to save this report for future use.

    * Selecting “Disk File” at step 4 and the report can be saved for later use rather than opening immediately.

    Microsoft Excel – With Formatting – Best option for Minor changes and Printing

    1. Generate your required report
    2. Select Export
    3. Select Format: “Microsoft Excel 97-2000 (XLS)”
    4. Select Destination: “Application”
    5. Select “OK”
    You will now be asked to select Excel Format Options, choose “Custom” and select OK without making any changes.
    If you are prompted with any further screens, continue to select OK without making any changes.
    The report will open on your screen.
    Select Save As prior to exiting to save this report for future use.

    * Selecting “Disk File” at step 4 and the report can be saved for later use rather than opening immediately.

    Microsoft Word – Table Format

    1. Generate your required report
    2. Select Export
    3. Select Format: “Microsoft Word (RTF)”
    4. Select Destination: “Application”
    5. Select “OK”
    If you are prompted with any further screens, continue to select OK without making any changes.
    The report will open on your screen.
    Select Save As prior to exiting to save this report for future use.

    * Selecting “Disk File” at step 4 and the report can be saved for later use rather than opening immediately.

    XML – Advanced Users and Programmers

    1. Generate your required report
    2. Select Export
    3. Select Format: “XML”
    4. Select Destination: “Application”
    5. Select “OK”
    If you are prompted with any further screens, continue to select OK without making any changes.
    The report will open on your screen
    Select Save As prior to exiting to save this report for future use.

    * Selecting “Disk File” at step 4 and the report can be saved for later use rather than opening immediately.

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