Exporting Reports to Excel or .rtf

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Exporting Reports to Excel or .rtf

You can make the report a word document (to modify or edit it) or it can be exported to excel.
a. With report in preview, open File
b. Select Export
c. This screen appears:

Note: when you open word you may not see your rtf. Documents. Why? The setting on your File View may be set to see only file type .doc. Change this field to "ALL" and you will se e your .rtf. Docs. After you open the .rtf re-save it as a ".doc", so finding it later is easier.

Note: not all reports export well to Excel. Sometimes the best thing is to create your report as an RTF. Select all the data, copy it and past it into Excel.

Note: See Tips For Working in Exported reports - sometimes data needs a little clean up!