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InfoFlo CRM Knowledge Base

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How do I export my Report?

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  1. Click 'Reporting' from the Left Navigation Menu (A list of available reports will be displayed).
  2. Click 'Run Report' from the Reporting panel to create a report and display it in the preview window on the right.
  3. Click 'Export As' to change the export settings or click the triangle button to choose a format to export to.
  4. Options include:
    • PDF (Adobe Acrobat)
    • HTML (Hyper-text Markup Language)
    • MHT (MIME HTML)
    • RTF (Rich Text Format)
    • XLS (Microsoft Excel Spreadsheet)
    • XLSX (Microsoft Open XML Excel Spreadsheet)
    • CSV (Comma-separated values)
    • Text
    • Image
      • BMP (Bitmap image file)
      • EMF (Windows Metafile)
      • WMF (Windows Metafile)
      • GIF (Graphics Interchange Format)
      • JPEG (Joint Photographic Experts Group)
      • PNG (Portable Network Graphics) [a good choice for graphics]
      • TIFF (Tagged Image File Format)