Reports ran from within 'My Reports' can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and User. These settings can then be utilized again or reset back to their default settings the next time that report is emailed, exported, or printed. 


More than half of all 'My Reports' have this added feature enabled! During each release, more reports will be upgraded to this enhancement until all reports gain this functionality.



For all other reports, they still have the option to export to Excel or as a PDF and print via the action menus in the top ribbon of each report. The additional identifier of '(Legacy)' notes the original export features, which will be replaced with the new export icon listed in the right corner of the top ribbon. 



Emailing a Report


To email a report, click the email iconin the top, right corner of the reporting window. The following modal will then appear.



1) To - The Recipient's email address

2) Subject - The topic of the email

3) Body - The message of the email

4) File Options - The type of file that the report will be sent as. Options include:

  • PDF
  • Excel

5) PDF Options - The formatting and structure of the report. The system will remember these selected settings when the User returns to email that specific report. When the PDF Settings are adjusted, thebutton will be activated and can be clicked at any time to reset the settings back to their default settings

6) Send / Cancel - These action buttons will send the report based on the entered information and selected settings if 'Send' is clicked or close the modal without saving the selected settings if 'Cancel' is selected



Exporting a Report


To export a report, click the export iconin the top, right corner of the reporting window. The following modal will then appear.



1) File Options - The type of file that the report will be sent as. Options include:

  • PDF
  • Excel

2) PDF Options - The formatting and structure of the report. The system will remember these selected settings when the User returns to export that specific report. When the PDF Settings are adjusted, thebutton will be activated and can be clicked at any time to reset the settings back to their default settings

3) Export / Cancel - These action buttons will export the report based on the settings selected if 'Export' is clicked or close the modal without saving the selected settings if 'Cancel' is selected



Printing a Report


To print a report, click the print iconin the top, right corner of the reporting window. The following modal will then appear.



1) PDF Options - The formatting and structure of the report. The system will remember these selected settings when the User returns to print that specific report. When the PDF Settings are adjusted, thebutton will be activated and can be clicked at any time to reset the settings back to their default settings

2) Print / Cancel - These action buttons will print the report based on the settings selected if 'Print' is clicked or close the modal without saving the selected settings if 'Cancel' is selected