Exporting Reports

You can export reports as CSV or PDF files.

This procedure shows how to export a report in Firefox. The procedure varies in other browsers.

To export a report:

  1. Select the report in the Reports pod.
    You see the contents of the report in the Report_name pod.
  2. In the tool bar of either pod, click Export CSV, the export CSV icon, or Export PDF, the export PDF icon.
    You see the file in the Save dialog. The default file name is TotalFlow_Production_Manager_reportName_YYYY-MM-DD HH-MM-SS.csv or TotalFlow_Production_Manager_reportName_YYYY-MM-DD HH-MM-SS.pdf.

    If you chose to export the report as PDF and the columns exceed the size of the paper, you receive a message that says you should clear some of the columns and a list of columns opens.

  3. Select the paper type and orientation for the report PDF file.
  4. Clear as many columns as necessary, then click Export.
Parent topic: Working with Reports