How to export a report in RevRec?

Scope

How to export a report in RevRec?

How to export a report as PDF?

How to export a report as CSV?

How to export a report as Excel with formatting/plain text?

Summary

You can export reports in RevRec from REPORT HOME > Open a Report > Export

Solution

Exporting a report

Open a report.

Go to the top menu and click the arrow next to REPORT HOME.

Open the drop-down menu and click Export.

Select an export option.

In this example, we select Excel with formatting.

On the next screen, click the Export button.

Save the file to your device and then open the document.

Edit the file as required. Use the side button to expand and collapse rows.

Save changes.

Related Article and Documentation

Overview of RevRec Reporting