Exporting a Finished Report

Exporting Report Results to Excel or PDF

Use these instructions to save your report results to your computer. Special settings are required if your report includes data for multiple branches or locations.

Exporting to Excel

1. Click on the REPORT HOME toolbar at the top of the screen.
2. Click the Export icon (represented by an arrow pointing out of a box).
   

Understanding the PAGE-BY Feature:

Many reports use "Page-by" to separate results by individual library or branch. You can toggle this on-screen to see a specific branch or the "Total" system view.

Exporting Multi-Branch Reports to Excel

If your report includes a main library and branches, you must select these options in the Export dialog box to ensure all data is included in the file:

• Excel with Plain Text
• Export Header and Export Filter
• Expand all page-by fields (This ensures branch data is not hidden).

Note: If you are only running a report for a single library location, you do not need to check "Expand all page-by fields."

Once your selections are made, click the EXPORT button in the lower-right corner.

Exporting to PDF

1. Click on the REPORT HOME toolbar.
2. Click the PDF icon.
   
3. To include all libraries/branches in the document, check the Expand all page-by fields box. This will place each branch on a separate page within a single PDF file.
   
4. Click the EXPORT button in the lower-right corner.