Changes

Jump to: navigation, search

Exporting Reports

44 bytes added, 21:49, 18 February 2020
Custom Export
'''Note:''' If the report has sub reports attached then you must set up the Custom Export settings for each of the sub report attached.
==Export to XML==
==Export to XML==
If you change the '''File extension''' to '''xml''', then the report will construct an XML document from the report results.
=Custom Export=
* Click the '''The Custom Export''' tab (formerly Advanced Export Settings)settings allows users to configure the information they wish to export from SmartSimple to external applications such as MS Word, MS Excel or Quickbooks.
The '''Custom Export''' window is displayed. [[Image:Reps200.png|800px]]
This window consists of the following settings:
* Please refer to '''[[Exporting Reports with Total Group By]]''' when exporting reports when [[Using Total Group Options in Report Builder]]
==Using Custom Export to export in Excel==
1. Click the '''Reports''' tab.
Smartstaff
1,385
edits

Navigation menu