Exporting lists or detailed views (PDF, CSV)

You can export all lists and all detailed views of data records as a PDF or a CSV file.

Prerequisite

A programme to open a PDF file or a CSV file can be found on your computer.

Procedure

1.

Open the list or the detailed view you want to export.

The following figure illustrates the list of all transfers as an example:

2.

Proceed as follows:

	To export a list into a PDF, click on in the upper mask area.
	To export a list into a CSV file, click on in the upper mask area.

A window is displayed in which you can select whether you want to open or save the file.

3.

To save the file select the radio button Save and confirm with OK.

The file is saved in your download folder.

4.

To view the file select the button Open with.

This procedure is especially useful for saving the file in the directory of your choice.

a)

Optional: Use the selection list to select a programme for opening the file.

b)

Confirm with OK.

The PDF or the CSV file is opened.

c)

Save the file in a directory of your choice.

If the list is part of a detailed view (for example, the list of single orders), generally not all data is exported. If you want to export the list data completely, use the list's export buttons.

Excerpt from the detailed view of the interim transaction reports:

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