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Save a report to file

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Learn how to save a report to a file by table or report in Amlib.

You can save your reports to a file, for email or formatting, or just to keep it in an electronic format rather than paper. The two ways of doing this are by Table or Report.

Table

  1. Launch the Amlib client.
  2. Access a module and perform a search – the results will display in a List.
  3. Highlight the items you would like to save to file.
  4. Type Ctrl-C to copy them.
  5. Open up MS Excel or Word.
  6. Type Ctrl-P to paste the selection into a table or page.

After getting a table of results in one of the modules, you can highlight them all to select them and do Ctrl + Insert to copy them. Then you can paste the items into Excel or Word.

Stockitem List window

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Excel file

This method works best if you don’t have a large number of results.

Report

There are several Excel report templates available which can be used to save to a file.

In this example, we are going to use the &XSTKCSV.QRP template in the Reports > RepStockitem module:

  1. Go to Main > Reports > RepStockitem. The Stockitem Reports screen will open.
  2. Click the F1 New button and select the &XSTKCSV.QRP template.
  3. Enter an appropriate Description and click the F3 Save button.
  4. Enter an appropriate F7 Where search (e.g., Title LIKE Harry Potter).
  5. Order the Report (e.g., Title | ASC).
  6. Select Application > RepStartSchedule. Ensure that Save to File is ticked and click the OK button.
    Report Scheduler window
  7. Click the F6 Print button. Change the To: option to File and click the OK button.
    Print window
  8. A Report – Save As dialogue box will open:
    1. To save it for a Word document, leave the Save as type: as Rich Text Format (RTF).
    2. To be able to open it in Excel, change the Save as type: to Text Document.

      Report - Save As window
  9. You can check the progress of your report in Reports > RepPrintProgress.
  10. If you’ve saved the report to open in Excel (Text Document) then you will need to follow these steps so it is displayed correctly:
    1. Open Microsoft Excel.
    2. Use File > Open to open the text file you’ve saved. Ensure that the Files of type: = All Files (*.*).
    3. The Text Import Wizard will open.
      Text Import Wizard - Step 1 of 3 window
    4. Excel will recognise your file as Delimited, so click the Next button.
    5. Delimiters: select Semicolon and add a pipe | in the Other box.
    6. Click the Next button and then the Finish button.
      Text Import Wizard - Step 2 of 3 window
  11. Your data will be transferred into the Excel sheet and you can now use the formatting tools to customise it:
    Excel file