Export template as PDF or Excel

Exporting a template as Excel

1. Open the report template using one of these methods:

   • Select the template, and click on the report you want to run.
   • Click on the template card. (Thumbnail view)

2. Select parameters and click Run.

3. Click the Export to Excel button in the top right corner.

4. Choose whether to open or save the Excel file.

Exporting a template as PDF

1. Open the report template using one of these methods:

   • Select the template, and click on the report you want to run.
   • Click on the template card. (Thumbnail view)

2. Select parameters and click Run.

3. Click the three dots (…) button in the top right corner and select Download as PDF from the drop-down menu.

4. Choose whether to open or save the PDF file.