Using the Export Options dialog box

The Export Options dialog box lets you set defaults for exporting reports in CSV file format, Excel, plain text, or HTML. For example, if most of your reports exported in plain text contain the same headers and footers, then you can designate default headers and footers to display each time that you export to plain text.

To export a report

  1. You can export a report directly from a folder, or you can export it while viewing it:

  2. From the Home menu, select Export, and then select one of the following export formats:

  3. Note: In a document, if there are objects in the Grouping panel and you choose to export the document to PDF or Excel format, a message is displayed. Select the Expand Page-by check box to confirm that you want to expand the page-by fields to be displayed after exporting.

  4. If you are exporting directly from a folder, if the report contains prompts answer them and click Export.

  5. From the Export drop-down list, select either Whole report or Portion displayed only to choose to export either the entire report or only the portion of your report displayed in your browser.

  6. Depending on which export format you choose, you may have access to the following options:

  7. Click Export.