YouTube: Export Reports to Excel /Pdf/ Text
Logic ERP offers a powerful feature that lets users export reports in multiple formats — including HTML 🌐, PDF 📄, Text 📃, and Excel 📊. This makes sharing, documenting, and storing reports super easy and efficient.
Let’s explore how to export reports in different formats step by step! 👇
Generate Report – In Logic ERP, create the necessary report with all the required data ✅
Export to Excel – From the menu bar 🧰, select Export to Excel to convert the report.
Choose Destination Path – Select a folder on your computer 💻 or external drive 🔌.
Save Exported File – Give your file a clear name 📝 for easy access later.
Open in Excel – Navigate to the save location and open the file with Microsoft Excel📂.
Open the report/document that you want to export 📑in the application.
Go to the menu bar 🔝at the top of the application window.
Click on Export to PDF 📄 (usually in File or Export menu)
A dialog box will appear – enter a file name 🏷️ and select the save location 🗂️
Click Save 💾 – Your document will be exported and saved as a PDF file in the specified location!
Open the report you want to convert to PDF 🗃️
Go to File menu ➡️, select Print Report or click the printer icon 🖨️ if it's available on your toolbar.
In the print dialog box, find the drop-down menu for selecting a printer. Choose the Save as PDF option or any PDF printer 🧾option available.
Click Print / OK ✔️ to proceed.
You will be prompted to choose a destination to save the PDF file, name it 📌 and pick the desired location on your device.
Click Save and the PDF document will be generated and saved instantly 💥!
Access File – Open the desired file 📂 to view its data.
Navigate to Export Option – In the menu bar, select Export to Text File 🔤.
Selecting Export Format – Select .txt or .csv from the options 📄.
Select Destination – Pick where to save the file (folder or drive) 🗂️.
Save the File – Click Save 💾 to finish.
✅ Versatile Export Options –Reports can be saved in Excel 📊, PDF 📄, or Text 📃 formats.
🚀 Easy Accessibility – Choose the preferred format based on requirements.
📌 Available for All Reports – These export options are available for every report in Logic ERP.
By using these export options, you can easily convert, save, and share reports in the format that works best for your business needs! 💼💡
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