Export report data from Excel for further processing, or to PDF for sharing from the Report Viewer window.
- In Inform ERP, run any report.
- Click Export.
- By default. reports are saved to the Desktop with a file name matching the title of the report. Change these if you like.
- From the Save as type list, choose the format for how you want to use this report:
- PDF: Good for sharing the report with others in your organization.
- Microsoft Excel: Good to further manipulating the data using Excel's advanced spreadsheet tools.
- CSV: Good for importing a text version of the data into any other spreadsheet or database for further manipulation.
- Click Save.