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Export Reports
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All Reports may be exported to Excel or PDF. The reports may be exported in detail or summary format (Detail vs. Summary results will vary dependent on the report you are working with)


  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.

  3. Click the desired export format:
    • Export as Excel. NOTE: When you export a report as Excel the tab on the report will identify the report that was run. Additionally, the date/time and who generated the report will be listed
    • Export Summary as Excel
    • Export as PDF
    • Export Summary as PDF
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