The Print/Export button enables you to print specific pages or the entire report, export the report as another file type, and email the report. When printing, you can select a specific printer, the starting page number, which pages to include, and how many copies to print.
Reports are exportable to: HTML, Adobe PDF, Bitmap, JPEG, Multi-TIFF, TIFF, Rich Text Format (RTF), Text, and Microsoft Excel
To export or email, first click the Print/Export button after a report is set up. Then select the export format from the drop down list.
HTML — This creates a web document that is opened by Internet Explorer or another browser. It is a common used format that every computer can understand and is a good choice for emailing reports, but not as good as PDF.
Adobe PDF — This is the best format for emailing. It is a common format that most computers can read and understand. Please note that this file format cannot be edited as it is read-only.
Bitmap, JPEG, Multi-TIFF, TIFF — These files are all “pictures” of the report that cannot be edited. Most of these formats create a separate file for each page of the report. For example, the result for a twenty page report will be twenty separate files. Due to this, it may be useful for sharing just one page of a report with others.
Rich Text Format (RTF) — This is a word processing document that can be opened by Word, WordPerfect, or any other word processor. Although the report’s data will be in a table on every page, it isn’t difficult to edit.
Text — This creates a comma delimited text file which is probably not very useful except in some unusual cases to export some data to another program.
Microsoft Excel — This produces a spreadsheet document that can be opened and edited in Excel. By default, only the data will be exported. The column headings will not be exported, so be sure to follow the directions below in order to label the columns once you’ve opened the file in Excel.
For each export type there is a properties button located to the right of the drop-down list which enables you to set some (usually obscure) properties of the file type. You can ignore this except for Excel format. Select the Output tab.
The Export Options for Excel:
Uncheck the “Ignore header lines” and “Ignore group lines” options for an Excel report which includes headers. Leave the other two options checked.
After choosing the export type, click on the Start button which opens the “Save As” screen. You must save it before you can view it as a different format. From here you can select where to save the exported file and change the default file name. In the lower left of this screen are two check boxes:
View in Export Program
The first checkbox, “Open the file in the registered application” is normally checked and tells the Reporter to not only create the exported file, but immediately open it so that you can view it in the export program. If neither box is checked, the report does not open.
Attach the File to an Email
The second checkbox enables you to email the report. If it is checked, your email program will open with the exported file already attached to a blank email. Checking either of these checkboxes is optional and the Reporter will still export the report without either being checked. The exported report is saved as a file on your computer which you can open at a later time or attach to an email you create later.
Check the checkbox: Send exported files by email.
Probably uncheck the first checkbox: Open the file in the registered application. If you leave this checked it will simply open the file so that you can verify what it looks like.
A blank email message opens.
- Sometimes it only works if you click to get the cursor in the email body first.
- Click the Attachment paperclip icon.
- The cursor is blinking in the File name field, ready for you to paste into.
- Paste the filename into the File name field.
- To paste, press Ctrl V on the keyboard or you can right-click in most Windows programs.
The email is ready to address and complete, with the file attached.