Report Export Options

Click the Send To menu option located on the ribbon bar at the top of the page, and then select either Grid or Pivot Grid. Depending on which report is opened, the Excel option can only be used when the report has first been exported to a grid or pivot grid.

If Grid is selected, the report data is pushed to a spreadsheet-like grid that lets you group, filter and sort the data and create basic mathematical group functions like summing, counting, averaging, etc.

Grouping is done by dragging a column header to the grey box located at the top of the window. Sorting is done by clicking on a column header. The first click sorts the data in ascending order, and the second click reverses the order.

You can use the first row of the data to apply filters to the data shown within the grid. Alternatively, you can use the quick filter, by clicking on the small funnel icon located on the right hand side of every column. This will show you a selectable list of values to filter.

All other functions are accessed through the Customization menu by right clicking on a column to bring up the Customization dialog box.

As with all other Billings grids, you can create and save custom layouts for the grid and pivot grid reporting views. After a layout has been created with the relevant columns, you can save the layout by selecting Layout from the top, right side of the tool bar.

Filters and sort order is also saved with the layout.

If Pivot Grid is selected, there are five view options to select from and more than one of these options can be selected at the same time.

Show Column Grand Totals	Show Column Totals
Show Custom Totals for Single Values	Show Grand Totals for Single Values
Show Row Grand Totals	Show Row Totals
Show Totals for Single Values

As with the Grid report, the data is displayed in a spreadsheet pivot- style, and it can be manipulated by dragging and dropping the columns around the page. You can customize the results by applying filters to headers, add or remove displayed columns using the customization pop-up menu, rename columns and saving layouts with these changes.

If Excel is selected, an Export to Microsoft Excel Document dialog box opens. Choose the destination the file should save to, and then click Save.

When the file is opened, you can edit or adjust the report as required through the Excel spreadsheet.

Click the Close button to exit any of these reports. This will return you to the Report List grid.

Print Preview

Click the Print Preview icon located on the ribbon bar. If only one report is assigned to the process you are reviewing, the report will open by default. If there are multiple report options, a window will open listing all available reports. You can then double click on the desired report to open.