How-To: Exporting Report REsults to Excel and/or PDF Format

Problem:

You have ran an instance of a report on-demand and wish to export the results to Excel and/or PDF format instead of printing.

Assumption:

It is assumed that you already have authenticated/logged-on to the Crystal Report System (CRS) and ran the report to be exported.

Resolution:

 

1. After running the desired report, you will receive a results window.  In the upper left of this window you will see icons similar to those below:
   
   
   
   
2. Click on the icon with the "diskette/sheet of paper" to export the results. You will receive the export format prompt below:
   
   
   
   
3. In the "File Format" drop-down, select the desired report export format. All report formats except Crystal Reports (RPT) are valid for download.
   
   
4. If you desire, you can specify a page range.
   
   
5. Click "OK"
   
   
6. Depending on the report, it may take a few moments to query report results, however upon completion, you will receive a File Download dialog window.  Select "Save" and then specify a location to save the file.
   
   
7. Some other important points:
   
   1. As a reminder, many reports may contain confidential and/or privileged information and is FOR OFFICIAL USE ONLY.
      
   2. Never retransmit the data to any third-party vendor.  Such data transfers must be handled securely and are to be performed between your vendor and Systems Development.  Please contact SysDev if you need to send data to a third party.
      
   3. Never email data to off-campus email addresses.
      
   4. Always verify the email address you are sending data to - prior to clicking Send.