Exporting Report Data

You can export your iMIS data so that it can be read and used by outside applications, such as word processors, spreadsheets, and database packages. Most report windows throughout iMIS offer export formats for creating these files. Some formats automatically create files for popular word processing applications, filtering names, addresses, phone, date, and additional fields you specify. For these reports, you do not need to specify the export format because the format specifications are already built into the report.

To export a report to either MS Word or WordPerfect

  1. Select Generate reports to display the Generate reports window.
  2. Select Exports from the Report Types list if this report type is available. A list of Available Reports displays in the area on the right.
  3. Select a report from the Available Reports list.
  4. (optional) Click Options and select Export Format to open the Export Format window.
  5. Select a Format Type, enter a file name, and click OK.
  6. Click Run.
  7. Enter or select report information and click OK. The Set print file name window displays.
  8. Enter the file name.
  9. Click Save to save the exported data in a file report.

You can select from several other export formats for your report, such as spreadsheet, dBase, and so forth. Select the additional formats from the Export Format window.

To export a report in other formats

  1. Select Generate reports to display the Generate reports window.
  2. Select Exports from the Report Types list if this report type is available. A list of Available Reports displays in the area on the right.
  3. Select a report from the Available Reports list.
  4. (optional) Click Options and select Export Format to display the Export Format window.
  5. Choose one of the nine Format Type options to specify how iMIS should format the output file.
  6. Enter the file name.
  7. Click OK.
  8. Click Run.
  9. Enter or select report information and click OK.
  10. The Set print file name window displays.
  11. Enter the file name.
  12. Click Save to save the exported data in a file report.