Exporting Report Data

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While ServiceCEO’s reports are extremely useful, there may be time where you want to manipulate the data contained within them. To do this, you can export report data to different formats.

• Exporting Data from a Standard Report

• Exporting Data from a Crystal Reports Report

Exporting Data from a Standard Report

You can export data from one of ServiceCEO's Standard reports into the following formats:

• Microsoft®Excel®. Click Excel Export. Saves the report in a Microsoft Excel format

• PDF. Click PDF Export. Saves the report in .pdf format, so it can be opened with Adobe Reader.

• RTF. Click RTF Export. Saves the report in Rich Text Format.

• HTML. Click HTML Export.  Saves the report in a .html format so it can be opened with a browser like Microsoft Internet Explorer®.

Clicking one of these buttons displays a Save As dialog box, where you can navigate to and select the location on your computer where you want to save the exported information. Once saved, you can open the file with the appropriate program.

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Exporting Data from a Crystal Reports Report

To export data from a Crystal Reports report:

1. Click . The Export Report dialog box appears.

2. Select the format to which you want to export the report from the Format drop-down list. Your options are:

   • Acrobat Format (PDF). Will save the report as a .pdf file.

   • HTML 3.2. Will save the report in a .html file, compliant with HTML 3.2.

   • HTML 4.0. Will save the report in a .html file, compliant with HTML 4.0.

   • MS Excel 97-2000. Saves the report in a Microsoft Excel format, with formatting.

   • MS Excel 97-2000 (Data only). Saves the report in a Microsoft Excel format, with no formatting.

   • MS Word. Saves the report in Microsoft Word® format (.doc).

   • Rich Text Format. Saves the report in a .rtf format.

   • Tab-separated text. Saves the report in a .ttx format.

   • Text. Saves the report in a .txt format.

3. Click OK. A Save As dialog box, where you can navigate to and select the location on your computer where you want to save the exported information. Once saved, you can open the file with the appropriate program.

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