Generating report output to PDF or CSV

Printing a report to PDF or exporting it to CSV can be accessed through the context menu available from the report list. With the report selected, right-click the report or click the ellipsis (3-dot) menu. If Export to CSV is selected, the report opens in Xcel. If Print to PDF is selected, the PDF report opens in a new window.

Complex reports, for example, those that are made up of multiple tabs, cannot be printed or exported in a single transaction through the context menu. An example is a report that has details areas. If you select the Print to PDF option for a detail report, the report would generate for the area you are currently viewing.

To print or export a complex report, first open it and then generate the PDF or export to CSV.