How can I export report data to other file formats?

Answer: The Express Report Builder allows you to export report data to a number of formats including pdf, xls, doc, txt, csv, and others.  You can export the report data maintaining the nice report format / layout or you can export the report as raw data.

Exporting report data should not to be confused with exporting the report template / design.  You can also export report templates / design layouts.  For the tech bulletin on exporting templates, click here.

When you run a report and you are in the Preview tab, you have the following output options which are available by buttons.

  • Print the report to the desired printer.
  • Export the report document reserving the layout and formatting.
  • Export the report data without reserving the layout and formatting.

Maintenance Software Report Export

Exporting Report Document – Maintaining Format

To export report data and maintain the report format / layout, follow these steps:

  1. Run the desired report and preview
  2. In the Preview tab, click on the Export Report Document button.
  3. Select the desired export format and options.
  4. Select the desired filel name and folder location.
  5. Click Ok.

 

Exporting Report Data – Raw Without Formatting

  1. Run the desired report and preview
  2. In the Preview tab, click on the Export Report Data button.
  3. Select the desired export format and options.
  4. Select the desired filel name and folder location.
  5. Click Ok.

Another Option for Exporting raw data (not recommended)

To export raw report data to a text file, follow these steps:

  1. Run the desired report and preview
  2. Click on the Design tab
  3. Click on the main menu / File / Print to File Setup (see Image B below)
  4. Select / enter the file name and location
  5. Select the file export type
  6. Under Bands, click on the Detail band
  7. Under Available Controls, click on the desired data fields or double arrows for all fields
  8. Click Ok
  9. Click on the Preview tab to preview the report
  10. Click on the Print button
  11. In the lower section of the Print Dialog, check “Print to File” (see Image A below)
  12. Select the file type of Text File, file name and location will be populated
  13. Click the Ok button to have the file created

Image A – Print Dialog Screen

Image B – Print To File Setup Dialog