Export to Excel/HTML/PDF

YouTube: Export Reports to Excel /Pdf/ Text

🧾 Logic ERP Report Export Options

Logic ERP offers a powerful feature that lets users export reports in multiple formats β€” including HTML 🌐, PDF πŸ“„, Text πŸ“ƒ, and Excel πŸ“Š. This makes sharing, documenting, and storing reports super easy and efficient.

Let’s explore how to export reports in different formats step by step! πŸ‘‡


πŸ“Š Exporting Reports to Excel

  1. Generate Report – In Logic ERP, create the necessary report with all the required data βœ…

  2. Export to Excel – From the menu bar 🧰, select Export to Excel to convert the report.

  3. Choose Destination Path – Select a folder on your computer πŸ’» or external drive πŸ”Œ.

  4. Save Exported File – Give your file a clear name πŸ“ for easy access later.

  5. Open in Excel – Navigate to the save location and open the file with Microsoft ExcelπŸ“‚.


πŸ“„ Exporting Reports to PDF

🧭 Method 1: Using Export to PDF

  1. Open the report/document that you want to export πŸ“‘in the application.

  2. Go to the menu bar πŸ”at the top of the application window.

  3. Click on Export to PDF πŸ“„ (usually in File or Export menu)

  4. A dialog box will appear – enter a file name 🏷️ and select the save location πŸ—‚οΈ

  5. Click Save πŸ’Ύ – Your document will be exported and saved as a PDF file in the specified location!


πŸ–¨οΈ Method 2: Via Print Options

  1. Open the report you want to convert to PDF πŸ—ƒοΈ

  2. Go to File menu ➑️, select Print Report or click the printer icon πŸ–¨οΈ if it's available on your toolbar.

  3. 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.

  4. Click Print / OK βœ”οΈ to proceed.

  5. You will be prompted to choose a destination to save the PDF file, name it πŸ“Œ and pick the desired location on your device.

  6. Click Save and the PDF document will be generated and saved instantly πŸ’₯!


πŸ“ƒ Exporting Reports to Text File

  1. Access File – Open the desired file πŸ“‚ to view its data.

  2. Navigate to Export Option – In the menu bar, select Export to Text File πŸ”€.

  3. Selecting Export Format – Select .txt or .csv from the options πŸ“„.

  4. Select Destination – Pick where to save the file (folder or drive) πŸ—‚οΈ.

  5. Save the File – Click Save πŸ’Ύ to finish.


✨ Key Takeaways

  • βœ… Versatile Export Options –Reports can be saved in Excel πŸ“Š, PDF πŸ“„, or Text πŸ“ƒ formats.

  • πŸš€ Easy Accessibility – Choose the preferred format based on requirements.

  • πŸ“Œ 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! πŸ’ΌπŸ’‘

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