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If you want to save a copy of a report to your computer, you can save it as a PDF file. You can email a PDF copy of a report to someone, or store it in the cloud or on an external hard drive.

PDF software

Saving a PDF file requires a PDF driver. A PDF driver is a program which creates PDF files from a printer menu. Many computers have a PDF driver included in their software, but if yours doesn’t we recommend doPDF, which can be downloaded for free. 

To save a report as a PDF file
  1. From the front screen, click the Reports icon, then open the report you want.

  2. Click Print. The Confirm Printer window opens.

  3. Click the blue text after Selected Printer.

  4. The Printer Selection window opens. Click the option that says PDF. The exact title depends on the PDF software you have installed.

  5. Click Go to close the window, then click Go to create the PDF. The file saving window opens - the title of the window depends on the PDF software you have installed.

  6. Type in a name for your file, set the destination for the file to be saved, then click Save.