Exporting Data for a Custom Report

Running this report:

1. Click the "Export" button to the right of the report definition.

2. Choose the file name, file type and location the file will be saved to. Note: For exporting to Excel it is best to choose the HTML file type.




3. Choose which fields you want to export by using the “Move” button or double clicking on the field definitions on the left. Remove any unwanted fields by double clicking on the fields you wish to remove on the right. Move the order of the fields buy holding down the mouse button and dragging the field to the desired location.



4. Click the “Export” Button.
5. Once the records have been exported open the file in Excel or your web browser to view and print.