Viewing and exporting a dynamic report

  1. Access Infor POS Enterprise Manager X.
    See Accessing EMX.
  2. On the Reports tab, select the report to view.
  3. To filter the results, specify the values in the applicable fields such as Date and Stores.
  4. Click one of these buttons:
    • Export to Excel: Exports the report in an Excel file.
    • Export to PDF: Exports the report in a PDF file.
    • Run Report: Opens the report in the same window.
    • Run Report in a New Tab: Opens the report in a new tab. Ensure that pop-ups are enabled in your browser.
    Note: If the button is not available, click the down arrow and select the button.
  5. In the header, you can select these options to do specific actions:
    • Down arrow icon: View the report history.
    • Save as New Bookmark: Save the report as a new bookmark that you can share with coworkers.
    • Edit Bookmark: Update or delete the existing bookmark.
    • Schedule: Open a new window to schedule report generation. Select the output format, generation frequency and time, and email recipients.
    • Batch Export: Open a new window that lists all bookmarked reports. Select multiple reports and export them to CSV, Excel, or PDF.