Who is this article for?

Users who want to export or send reports directly to suppliers.

Manufacturer Userpermissions are required.

Manage Reports contains a list of all reports available on your system and provides several options for viewing and sharing them. This guide will show you how to download PDF versions of your reports, export them to XLS/CSV, or send them via email.

1. Manage Reports
2. Save as PDF
3. Export to XLS/CSV
4. Send in an Email
5. Further Reading

1. Manage Reports

To view reports:

1. Expand the Supplier Information menu.
2. Click Manage Reports.

You will be taken to a new page with a list of reports you can save or share.

2. Save as PDF

To save a report as a .pdf file, click the icon under the PDF column.

3. Export to XLS/CSV

To save a report as an .xls/.csv file, click the icon under the XLS/CSV column.

4. Send in an Email

To save a report as an email attachment, click the icon under the Email column.

In the pop-up, fill out the recipient, subject, and message field, then click Send.

5. Further Reading

• Sending Bulk Communication to Suppliers