Downloading or Emailing a Report
When running a report, the default selection is HTML, which will display the report on your screen in your web browser. Reports can also be downloaded or emailed in a spreadsheet format so that they may be opened using Microsoft Excel or equivalent software.
To Download a Report:
- Navigate to Reports and run the report that you are wanting to download.
- In the top right hand corner select the icon.
- A pop up window will ask which format to download the report in (XLSX, CSV, HTML)
- The report will be saved to your browser's default save location on your computer
To Email a Report:
- Navigate to the Reports and run the report that you are wanting to email.
- In the top right hand corner select the icon.
- A pop up window will ask which format to email the report in (XLSX, CSV, HTML) and who to send it to. You can add multiple recipient by clicking the 'Add Another Email Address' button.
- The report will be emailed to the specified addreses shortly in the file format specified. The recipient may need to check their Spam/Junk folder if they do not see it promptly.