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13.4. Exporting Reports

Reports can be exported to different file formats in Retention Manager (Retman).  Following are the steps to exporting:

  1. Open Reports Manager in Retman.
  2. Highlight the desired report, right click and select Preview to view the report.
  3. To export the report, click on the Export Icon at the top of the preview window.
  4. In the Export window, select the desired export format using the top drop-down menu.  Available formats are:
    1. PDF (Default)
    2. CSV (comma delimited)
    3. RPT (Crystal Report files)
    4. DIF
    5. Excel (several formats)
    6. HTML
    7. Lotus 1-2-3
    8. ODBC (several formats) refer to download file on this page for additional information.
    9. Paginated text
    10. Record style (columns with or without spaces)
    11. RTF (compatible with word processors that read DOC files)
    12. Tab-separated text
    13. Plain text
    14. Word document
    15. XML
  5. Click OK and follow the prompts.

Some formats have multiple selections.  We suggest experimenting with the different formats to find one that works for you.

Retention Manager uses export filters provided by Crystal Reports.  IRCH does not have programming control for the filters so they are provided as is.

Please contact Technical Support if there are questions.

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