How do I Export or Save a Report?

Created by David Costello, Modified on Mon, 22 Sep at 9:19 AM by David Costello

When running a report (e.g. Reports > Purchases Book > Purchases Book Summary), some reports will give an Export option right away, where it allows you to export the report into Excel.


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When you Display a report (e.g. Reports > Purchases Book > Purchases Book Summary > choose criteria > Display), there is a Save (floppy disc) button. If you click that Save/floppy disc button it allows you to save the report in Excel, PDF or Word format.


A screenshot of a computer

AI-generated content may be incorrect.



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