Export or Print Reports

Export or Print Reports

Export Reports  

Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access

To export a report,
  1. Go to the Reports module.
  2. Click the Export as drop-down on the top right.
  3. Choose the export file type from the drop-down. You can export the file in HTML, PDF, XLS, XLSX, and CSV formats.

 

 

Print Reports 

Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access

To print a report,
  1. Go to the Reports module and open a report.
  2. Click Print Preview displayed on the top right.
  3. Select your preferred sections (if applicable) in the pop-up displayed, and then click Print.

 

 

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