How to Export & Print a Report

This article describes how to export and print reports from the Data Insights module. 

Article Topics 

• Access to Data Insights Module
• Export Options
• How to Export a Report
• Print Options
• How to Print a Report

Access to Data Insights Module

Only users who meet both of the following conditions can access the Data Insights module:

1. The Organization the user is assigned to must have Reports enabled.
2. The user must belong to at least one User Group with the Reports permission enabled.

Export Options

• PDF
• HTML
• Text / CSV
• XLSX / Excel

How to Export a Report

1. Within the Documoto Library, go to Admin > Data Insights
2. Select the desired report from the Report Library
3. Set any required and/or desired parameters
4. Click Submit
5. Select Export 
6. Select desired export format (PDF, HTML, Text, or XLSX)
7. Click Export
8. When the export is complete, the file will be available for download in-browser.

Print Options

• PDF
• HTML

How to Print a Report

1. Within the Documoto Library, go to Admin > Data Insights
2. Select the desired report from the Report Library
3. Set any required and/or desired parameters
4. Click Submit
5. Select Print
6. In the Print modal, select your desired print settings
7. Click OK
8. When printing is complete, the file will be available for download in-browser.