Create Reports and Export from the Grid

To generate a report spreadsheet by exporting data directly from the data grid, select either the Export > Grid to Excel option from File tab menu or the Grid To Excel option from the Reports group of Home tab.

Note: If a filter has been applied by the user to data in a tab, this will be reflected in the produced report, for example, filtered out data will not be included.

A Save As dialog is then displayed. Specify the name and location of the spreadsheet to be generated.

The Select reports dialog is then displayed.

The dialog includes a checkbox for each data tab. If data is to be exported from a tab, make sure that the appropriate checkbox is checked.

To check or uncheck all the checkboxes, right-click and click on the required menu from the menu that is then displayed.

Click OK. The report spreadsheet is then generated.

Note: The Excel template used when generating the report spreadsheet is specified on the Excel Reports Tab of the Options dialog. If no template is specified on this tab, a default template is used.