File options

With the Report Configuration Ribbon, you can save files in CSV, PDF, XLSX, and XLS file formats. The reports you create use a standard format for all reports to include time, date stamp, page numbers as well as the header for client name, report title, and unit/sub-consolidations. In the File area, you may select the Save drop-down or click the Save icon to print and save a report.

Note: The File Download dialog box appears with the message "Do you want to Open or Save this file?" If you select Open, the file opens however is not saved to your desktop. If you select Save, the file is saved with the option to Open upon download.