If you would like to keep electronic copies of your reports, you can download them from the Report Manager. You can download one or more reports from the Report List page, or you can download a report while viewing it. Since the report file name contains the report name as well as the date and time stamp, you do not need to rename the file when downloading.
If applicable, some reports from external sources (text or PDF format) are imported into the Report Manager. The filenames of these reports appear differently than system-created reports; however, the steps to download these types of reports are the same as the download process for internal reports.
Note: You must have the appropriate report rights assigned from the user record to view and access automatically generated reports. For on-demand reports, such as the Accounting Report and User Report, each user has rights to view and access only the reports that user has created.
Mark the report(s) to download by clicking the checkbox to the left of the item.
Choose Download.
Click Save.
Navigate to the download location, and click Save.
If you are downloading multiple reports, click Next on the Download Reports dialog box to continue to the next report. Navigate to the download location, and click Save.
Click Close on the Download Complete dialog box.
If you are downloading multiple reports, repeat steps 3 - 5 for each report.
Click Close after all downloads have completed.
Mark the reports to download by clicking the checkbox to the left of the items.
Choose View.
Click File | Save a Copy.
Navigate to the download location and click Save.
Close the PDF window by clicking the X in the upper right-hand corner.
View the report.
Click File | Save a Copy.
Navigate to the download location and click Save.
Close the PDF window by clicking the X in the upper right-hand corner.
View the report.
Choose Download.
Click Save.
Navigate to the download location and click Save.
Click Close on the Download Complete dialog box.
Choose Return to List to exit the report.