Export FirmFlow reports

After running a report, you can export the results as a PDF or CSV file, or open the results directly in Adobe Acrobat or Microsoft Excel. All users who have access to run a report can also export the report.
  1. Run the desired report.
  2. After the results are displayed, customize the report results.
  3. Select the columns that you want to export.
  4. Select
    Options
    and choose
    Export Report
    to create a spreadsheet,
    or
    choose
    Export Report to PDF
    to create a PDF.
  5. In the prompt that appears, select
    Save
    to save the file, or
    Open
    to open it in Excel or Acrobat.

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