Skip to main content

Running Reports In Different Formats

To generated a report to a pdf file:

  • In the Destination Type field, you must select the File option
  • In the Destination Name field, you must enter the path and name of the report (ie. C:\my documents\vendor.pdf)
  • In the Destination Format field, you must enter "pdf"

To generate a report to an html file:

  • In the Destination Type field, you must select the File option
  • In the Destination Name field, you must enter the path and name of the report (ie. C:\my documents\vendor.html)
  • In the Destination Format field, you must enter "html"

To generate a report to an Excel spreadsheet:

  • In the Destination Type field, you must select the File option
  • In the Destination Name field, you must enter the path and name of the report (ie. C:\my documents\vendor.xls)
  • In the Destination Format field, you must enter "xls"

To generate a report and send it via email to a a specified recipient:

  • In the Destination Type field, you must select the Mail option
  • In the Destination Name field, you must enter the email address of the person to whom the report will be sent
  • In the Destination Format field, you must enter the extension type of the format you want (ie. pdf, xls, or html)