Export Data to a .pdf File

1. Open the Orders, Transactions, or Invoices page. An example of the Orders page follows.

   

2. Use Quick Clicks, Work Lists, or Advanced Search to search for specific data.
3. Click the checkbox to the left of items in the table to select them.

   Note: The maximum number of rows in the export is the same as the selected Rows per page, which is located at the top of the results table. In the example above, there will be 25 rows in the exported file.

4. Click the icon. The Export to PDF dialog box opens.

   

5. Select a column option.
   Options are:

   • Only checked columns in the table – Select to include only those columns you have selected from the Column select list (on the right side of the table heading)
   • All columns in the table (including hidden) – Select to include all columns, including those that are currently hidden in the application
6. Click Export. A message opens.
7. Select a button to open or save the file.
8. Click OK.