Exporting a Report

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Overview

Whilst in the Report Preview window, the menu bar includes an Export menu option. CCH Reporter allows you to export in an Excel, PDF or HTML format.

Export Report

Ensure you are in the Report Preview window by running a report.

  1. Click the Export menu.

  2. Select the export format.
    The Save As window displays.

NOTE

The save location defaults to the folder you last used. You can choose another location if you want.
  1. Type a filename for the export file.

TIP

Allow the file extension to default - this ensures that the export file can be opened by the appropriate application.
  1. Click Save.
    The Export Report window confirms that the export is complete.
    Having completed an export of a report, the exported file can now be opened from the appropriate application.

Note

You can export data to Excel without formatting by use of the Export to Excel button on the Create Report window.

Export Report to Excel
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