Exporting Documents

Documents can be exported from:

The following steps give a brief explanation of how to do each. See Exporting by Format for options details within each format.

 

To export a document directly from a folder:

  1. Right-click the document icon and select Run as. Alternately, click the Export icon Export icon in the Actions column.

  2. Answer any prompts required by the document.

  3. After the report runs, you are prompted to Open, Save, or Save As.

To export a document from the History List:

  1. Click History List at the top of the screen.

  2. Click the Export icon Export icon to the right of the results you want to export.

  3. Specify the export options.

  4. Click Export.

To create a PDF from a document in the History List:

  1. Click History List at the top of the screen.

  2. Click the PDF icon PDF icon to the right of the results you want to export.

  3. If the report contains prompts, answer the prompts and click Export.

  4. Specify the export options.

  5. Click Export.

To export an open document:

 

While viewing the document, from the Home menu, select Export, then select the file format in which to export the document.

Related topics

Export reports

Exporting a document

Exporting a grid report

Determining the export modes for a document

User Preferences for Exporting

 

 

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