Strategy One
Export Reports and Documents from the History List
You can export or send a report or document to PDF directly from the History List. Of course, you can always export a report or document from a regular report/document folder, into several formats such as Microsoft Excel, HTML, and so on. For details, see How to Export a Grid Report and Exporting a document.
To Export a Report or Document from the History List
- From the upper left of any page,
click the Strategy icon
, then select History
List. - Click the Export
icon
to the right of the results you want to export. - Specify the export options. For details on each option, see How to Export a Grid Report or Export a Document.
- Click Export.
To Create a PDF from a Report or Document in the History List
- From the upper left of any page,
click the Strategy icon
, then select History
List.
- Click the PDF
icon
to the right of the
results you want to export. - If the report contains prompts, answer the prompts and click Export.
- Specify the export options. For details on each option, see How to Export a Grid Report or Export a Document.
- Click Export.
Related Topics
Add Reports and Documents to the History List