May 2017 - Exporting Documents

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This webinar is designed to showcase how to run and export reports into several different formats such as Word, PDF, and Excel.

TIPS AND TRICKS

Export Documents to Word to Make Custom Edits

Examples of Report Customization

Watermarks
- Confidential
- Draft
- Company Name or Logo
Headers and Footers
Colors
Branding and Logos
Simple Text Edit
Font Changes

Create Pivot Tables & Charts from an Excel Document

Select “Insert” Tab & Choose Pivot Table or Pivot Chart

Create Searches and Export to Excel

To view a webinar on building a search and exporting data to Excel, please click here.

List/Grid Reporting
- Utilizing Filters, Instant Reports, Exporting data
Ad Hoc Searches: Creating & Saving
- Build Searches with Prompts to use for Multiple Report Results
- Build Report Templates to Work in Conjunction with Searches
- Associate Canned Reports to Searches
Canned Reports You May Not Utilize Enough

Ideal Report Types by Format & Best Practices