FAQs: Exporting Reports
Question:
Can reports be exported?
Answer:
Yes - reports can be exported to Excel, CSV, PDF, or Outlook
- Excel: Select Formatted Data (recommended) instead of Raw Data. This ensures that the export includes only the selected columns and preserves the report’s sorting and grouping as shown in Yellow Dog.
- PDF: To save a report as a PDF, select Print and choose Print to PDF.
- Requirements:
- To export or print to PDF, you must have a PDF reader installed on your computer.
- To export to Outlook, you must have the Outlook desktop application installed.
Figure: Example of the Export button, and the export options