How To Save a Report (Excel or PDF)

How To Save a Report (Excel or PDF)

After you've launched a report, you can then export that report to a PDF file, or an excel file pretty easily. 

At the top of the report click the save icon. It looks like this: 

 


Next, a window will pop up asking you to give the report a name. It also has a drop down menu that allows you to select what type of file you'd like to save it to. The most popular choices are Excel and PDF. 

Give the report a name, select the file type you'd like, then click OK. 

The saved report will be deposited into the folder c:\sms_export\

To get to this folder hit the Windows key + E on your keyboard. This will open up a Windows Explorer browser. Click the address bar at the top of the screen, then paste in c:\sms_export\ and hit enter. This will take you right to that folder where you can find your report. 

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