Synergita enables you to export the reports in an excel, a Word and/or PDF format.
To export the report
- Navigate to Reports > Manage Reports
- In the Manage Reports page, select the report that you want to export.
- Click the Export icon icon
- Select the format you require for the report to export.
- When you export the report, Synergita creates a copy of the report and then stores it in the selected format. For example, if you select Excel, the report will be exported in to an Excel sheet as shown below.
- Synergita uses the name of source report.
- Before saving the file, if you want you can modify the file name, select the file format that you want and click Save.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.