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Exporting Individual Record Information to a File (Quick Report)
Export information from individual records to a file using the Quick Report icon that appears in the upper right corner of the List Individual page.
To export records using the quick report feature:
- With the list of records displayed, click the Quick Report icon in the upper right corner of the page. This opens the Quick Report window.
- Expand the file format list by clicking on the Export
icon in the Quick Report window. This will display the list of available file formats for your quick report.
- XML File with Report Data
- CSV (Comma Delimited) File
- Acrobat (PDF) File
- MHTML (Web Archive)
- Excel Format
- TIFF File Format
- Word
- Select the desired format by clicking on its name in the list of available file formats. This opens the File Download pop-up window asking you to confirm if you would like to open or save the file.
- Click the Open button if you just wish to view the quick report, click the Save button if you would like to save a copy of the quick report. Your quick report is now available for viewing on your local machine, or saved to the directory you specified.
For information on Exporting a CSV file, view the Help topic on Export Options in netFORUM Pro Using Quick Report and CSV Files.