Export or Print a Report

Ensure you have the Can access reports page and Can access stock reports permissions. If not, contact your Provet Cloud administrator for assistance.

1. Go to Reports and open the report you want to view.

2. Select the desired filters.

3. From the Export / Print drop-down menu, select one of the following options:

PDF: Export the report as a PDF file.
PDF preview: View a preview of the report in PDF format.
Excel: Export the report in Excel format.
CSV: Export the report as a CSV file.
Send as email: Send the report as email. For more information, see Send a Report as an Email.
Schedule: Schedule the report for automated delivery. For more information, see Schedule a Report.

Other integration-specific options may also be available.

Note that if you have a large amount of data, you can let the report generate in the background.

Export or Print a Report

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