Exporting Reports
Export reports for further analysis, record keeping, or sharing.
Export Formats
CSV - Spreadsheet analysis, importing to other systems
PDF - Printing, sharing, archiving
Excel - Advanced analysis with formatting
How to Export
From Any Report
Generate the report
Apply desired filters
Click Export
Choose format
File downloads to your device
Printing Reports
Generate the report
Click Export and select Print
Report formatted for printing
Use browser print dialog
Print Tips
Use landscape for wide reports
Check print preview first
Adjust scale if needed
Scheduled Reports
Set up automatic report generation:
Go to Reports > Scheduled
Click New Schedule
Configure:
Report type
Date range (e.g., "previous day")
Frequency (daily, weekly, monthly)
Recipients
Save schedule
Schedule Options
Daily - Each morning
Weekly - Monday morning
Monthly - First of month
Tips
Export to CSV when you need to do calculations or create charts.
Use PDF for official records and sharing with others.
Export key reports monthly for backup records.
Set up daily sales report to email each night.