Print or Export Reports from Grid View

Owned by MarkD Journease
Last updated: Jun 25, 2019

This guide shows you how to print exported reports from the 'grid view'  ,  eg  from in the  Browser screen,  or  Lookup > Customers.

NB.  This is not a 'direct to printer'  action ,  you have to save the report as a PDF file,  and then print afterwards 



  1. In this example we are wanting to print a report from the Actions Screen > Browser window. 
  2. Choose your required report,   Add criteria as required,  when ready to export/print ,  click on the export icon  (on the right , highlighted in yellow below)

3. After clicking  'export' icon,  you will see a window like this -   choosing Yes here will export the file as a CSV, 

     but we actually want to click  'No'  in order to save the file for printing 

4. This will open the report in a 'print preview'  window ,   click  'Print' 

5. From the next window you will need to expand / select  'This PC' ,  then choose your local  C: drive

NB  DO NOT  try to save your reports on to the 'Windows (C:)'  drive -   This is the remote server and you will not be able to access your saved reports from that c: drive

6. Navigate to a folder that you wish to use to save your file in,   type in a file name ,  then click the  'SAVE' button (over to the  right)

7.  Then launch  your File Explorer and navigate to the folder you just saved your file in.  

From here you can  open to view  or  right click > print  the saved file , just as you would print anything else from your pc

Process is similar for MAC users,  except that you will be saving your report to your named mac drive  (ie: will not be a  'C on PCname'  drive)  and you will need to use  'finder'  to locate your saved files