Exporting and Saving a Report

Exporting or saving a report lets you view a report in a different format and in different location. You can export and save reports to the following formats: PDF, HTML, Excel, Text, RTF, XML, PostScript, Page Report Result.

You need to save the report  before exporting it. See Running a Report for information on saving reports.  If you do not save the report file before you attempt to export, a message reminding you to save appears.

To export or save a report after viewing it on the screen in standard format:

  1. Select Export icon in the tool bar menu.

  2. It opens up the Export -- Webpage Dialog window.

  3. Enter a name for the report in the File Name field.

  4. Select either Save to File System or Save to Version System option.

  5. Select Format provides various format options for the file you want to export.

  6. Click OK to save the exported file.


Learn about Reports.

How do I run a report? 

What are the different reports included in KANA Response?

Is there a list of frequently asked questions?

View a glossary of terms.