- Depending on the report window you have open, select the report you wish to preview
- Select the Report Selection Criteria you require
- Click Preview
- Once the report is previewed, click the Export Icon in the top left of the preview window.
- In Format, select Separated Values (.CSV).
- In Destination, leave as Disk File.
- Click OK.
- Select the Delimiter, the default setting is open quotation marks,
- Select the Character, the default is a comma.
- Select Same number formats as in report if required.
- Select Same date formats as in report if required.
- Click OK,
- Select the path to save the exported report to.
- Click Save.
Last modified: Jun 01, 2020