Output Settings for Grid Reports — Enhanced Reporting - Light Tier

The Output Settings dialog includes several options for setting up the reports that print from list windows — grid reports. More options are available if you have the Enhanced Reporting premium tier — including setting up export files and charts.

Designate output settings — enhanced reporting light tier

  1. To open the Output Settings window, hover over the in the upper right-hand toolbar. The Grid Settings menu opens. Note: The Employee Jobs grid used in the example has two system default settings, but some windows have none.

  2. Click Output Settings, and that window opens.

  3. Complete the fields as described.

  4. Click Save, and you're returned to the list window.

You're now ready to export the data to PDF or Excel.

 

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