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, it is not saved to your desktop. If you select Save, the file is saved with the option to Open upon download.