Grid Reports — Export to PDF or Excel File

Grid reports can be generated from any list of records displayed in a grid. Examples are the list of employees in Manage Employees and the list of vendors in Vendor Management. You can also export portions of the lists by setting up filters to select a portion of the records in a grid.

• Grid reports can be exported to PDF or Excel files. Note: The Excel file generated using the command described here is a replication of the report in an Excel spreadsheet — not a true data dump. It includes column headers, detail break rows (for example if the report breaks on employee), and sub-totals. To produce a true data dump, you must have the enhanced reporting - premium tier.

• Each record will be exported with only the fields that are displayed in the grid, so you may want to change the display settings to show some columns and hide others.

• Some windows, such as the Edit Employee window, have general information fields at the top of the window and detail grids at the bottom of the window. The records in the detail grids may also be exported. These exports contain only the fields displayed in the grids, not the general information fields from the top of the window.

• You can setup the PDF and Excel file using the Report Options section of the Output Settings dialog for the basic tier, enhanced reporting - light tier, or enhanced reporting - premium tier.

• The Combine with Previous Group checkbox in Table Display Settings allows you to condense the files exported from the grid. IF you are grouping the list by two columns AND you check the Comb. w/Prev Group box, the two column names will be displayed on the same row in the export file — Excel or PDF — followed by the detail lines included in the grouping.

Export the records

• Click the to export the list to an Excel spreadsheet.

• Click the to export the list to a PDF.

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