My Reports: Send, Export, or Print Reports

Reports that are run within My Reports can be emailed, exported, and/or printed directly from the reporting window. In doing so, any settings that are updated for a report with a PDF File Type will be saved for that report and user. These settings can then be utilized again or reset back to their default settings the next time that report is emailed, exported, or printed.

The Run arrow dropdown menu also opens export, email, and print options.

Emailing a Report

To email a report, click the email iconin the top, right corner of the reporting window. This will open the email options window.

	Field	Description
1	To	Recipient's email address.
2	Subject	Subject line of the email.
3	Body	The message of the email.
4	File options	The type of file that the report will be sent as. Options include: PDF Excel
5	PDF options	The formatting and structure of the report. The system will remember these selected settings when the user returns to email that specific report. The following settings are made: Paper size Page orientation Page scaling Margins and footers Center on page Page order
6	Reset to Default	Resets any changes made to the file options back to the default settings. This button will enable once any changes to the default settings have been made.
7	Send / Cancel	Sends the report based on the entered information and selected setting. Clicking Cancel closes the window and returns to the report.

Exporting a Report

To export a report, click the export iconin the top, right corner of the reporting window. This will open the export options window.

	Field	Description
1	File options	The type of file that the report will be sent as. Options include: PDF Excel
2	PDF Options	The formatting and structure of the report. The system will remember these selected settings when the user returns to export that specific report. The following settings are made: Paper size Page orientation Page scaling Margins and footers Center on page Page order
3	Reset to Default	Resets any changes made to the file options back to the default settings. This button will enable once any changes to the default settings have been made.
4	Export/ Cancel	Sends the report based on the entered information and selected setting. Clicking Cancel closes the window and returns to the report.

Printing a Report

To print a report, click the print iconin the top, right corner of the reporting window. The print options window will appear.

	Field	Description
1	PDF Options	The formatting and structure of the report. The system will remember these selected settings when the user returns to export that specific report. The following settings are made: Paper size Page orientation Page scaling Margins and footers Center on page Page order
2	Reset to Default	Resets any changes made to the file options back to the default settings. This button will enable once any changes to the default settings have been made.
3	Export/ Cancel	Sends the report based on the entered information and selected setting. Clicking Cancel closes the window and returns to the report.

Field

Description

PDF Options

The formatting and structure of the report. The system will remember these selected settings when the user returns to export that specific report. The following settings are made:

Paper size
Page orientation
Page scaling
Margins and footers
Center on page
Page order

Reset to Default

Resets any changes made to the file options back to the default settings. This button will enable once any changes to the default settings have been made.

Export/ Cancel

Sends the report based on the entered information and selected setting.

Clicking Cancel closes the window and returns to the report.