Question: I am in MIP Modern Cloud and need a report that is output to Excel or PDF. What is the best way to do that?
Answer:
In MIP Modern Cloud go to Reports and then the type of report that you want to run (in this example we will use a Normal Trial Balance).
Once you are on the Report there are several ways to get the output.
- You can run the report directly if the report criteria does not need to be edited, you can simply click on the export button and then choose either PDF or XLS.
NOTE: If you choose the XLS you will have the option to decide if you want to include headers and footers.
After you do this the report will automatically be saved in your downloads folder.
- You can also click on the View button to Review the report.
This will display the content of the report to screen. From here in the upper right corner of the page there is an Export button. Use this to Export the report to PDF of XLS.
It will also save the file into your Downloads folder.
- In addition, the Report Progress window at the bottom left will show the progress of the report export. You can go back to re-download the report from the Report Progress Window.
- If you want to edit the report before exporting the process is similar. You would click edit and make changes to the report criteria.
At the bottom of the report, you have the option to View or Export.
Selecting Export will give you the option to export to PDF or XLS and download the file into your download’s directory.
Selecting View will bring the report up to screen and you can then export it via the export button up top and download the file into your download’s directory.