Exporting Reports

Created by Datapel Integration, Modified on Fri, 6 Jun at 4:31 PM by Datapel Integration

Description

All the WMS reports can be downloaded to other programs for data manipulation and viewing by selecting the “download as” drop-down list on the top right-hand side of the report.

In this document, we will review the steps for the most commonly used report download options.

Detail Steps

Microsoft Excel (XLS) - The best option for report manipulation

1. Generate your required report.

2. Select “Download as Excel (XLS)” as pictured below.

3. Report download selection will appear on top.

4. Select Download as Excel (xls).

5. The report will be automatically downloaded.

Microsoft Excel (XLSX)

1. Generate your required report.

2. Select “Download as Sheet (XLSX)” as pictured below.

3. Report download selection will appear on top.

4. Select Download as Sheet (XLSX).

5. The report will be automatically downloaded.

Adobe Acrobat (PDF) - The best option for Emailing, Storing and Printing

1. Generate your required report.

2. Select “Download as Adobe (PDF)” as pictured below.

3. Report download selection will appear on top.

4. Select Download as Adobe (PDF).

5. The report will be automatically opened in the new Windows Tab.

Data (CSV) - A comma-separated values file

1. Generate your required report.

2. Select “Download as Data (CSV)” as pictured below.

3. Report download selection will appear on top.

4. Select Download as Data (CSV).

5. The report will be automatically downloaded.

Microsoft Word (DOC) - Table Format

1. Generate your required report.

2. Select “Download as Word (DOC)” as pictured below.

3. Report download selection will appear on top.

4. Select Download as Word (DOC).

5. The report will be automatically downloaded.

Related Information

Reporting