Exporting Records / Grid Reports

Grid reports can be generated from any list of records displayed in a grid. Examples are the list of employees Manage Employees and the list of vendors in Vendor Management. You can also export portions of the lists by setting up filters to limit the number of records displayed in the window.

• Grid reports can be exported to PDF or Excel files.

• Each record will be exported with only the fields that are displayed in the grid, so you may need to change the display settings to show some columns and hide others.

• Some windows, such as the Edit Employee window, have general information fields at the top of the window and detail grids at the bottom of the window. The records in the detail grids may also be exported. These exports contain only the fields displayed in the grids, not the general information fields from the top of the window.

• You can setup how the report will print using the Report Setup window.

• The Combine with Previous Group checkbox in Table Display Settings allows you to condense the files exported from the grid. IF you are grouping the list by two columns AND you check the Comb. w/Prev Group box, the two column names will be displayed on the same row in the export file — Excel or PDF — followed by the detail lines included in the grouping.

Export the records

• Click the to export the list to an Excel spreadsheet.

• Click the to export the list to a PDF.

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