How to Run an Export

How to Run an Export from the Report Wizard Screen:

• Go to Reports -> Report Wizard or Select the Report Wizard icon
• The Report Wizard screen opens with a 5 step process:

Step 1: Choose An Action:

• Choose the "Run Export" option. 

Step 2: Choose an Export...

• In this step you select the export that you would like.  
• You can select from the dropdown menu
• An easier way to search is to use the "Smart Search Tool" which looks like a magnifying glass and is located at the end of the dropdown: 
  • Start to type in the box under the words "Smart Search" and the list will get narrowed down by what you type
  • Select the export you want and hit the "OK" button.

Step 3: Choose a Filter...

• This can be the most complex part of your report.  You need to create a filter to tell Admire which data to pull on the report.
  • Running a report without any filter will bring up all the information possible for that report.
  • Many reports come with their own inherent prompts and will ask you for some information before the report can run.
  • To learn more about setting up filters please watch our filter video series. 
  • You can use the dropdown list or the Smart Search to look for previously made filters.
  • Use the "New" button to create a New filter.
  • Use the "Edit" button to edit a previously created filter.
  • Use the "Copy..." button to copy an existing filter.
    • It will prompt you to rename the copy.
    • Type in a new name and hit "OK".

Step 4: Type a description...

• This step is not necessary and you can skip it.

Step 5: Process...

• This step has a few options to choose from: 
• If your report and/or filter has prompts, you will be prompted for the information when doing this step. 
• EXPORT: 
  • Select this button to generate your Export.
  • The Export will generate on a separate screen.  
  • To save the export click the bar at the bottom of the screen r which says "Click here to save export...."
    
    Note:

    • Downloading/Saving/Printing exports can vary whether you are on Azure Web Browser or Azure Desktop
      Learn more about this by reading: A: Download/Save/Upload on Azure Browser and B: Download/Save/Upload on Azure Desktop
    • The Default type the export will save as is .csv, once you download it you can open and save as an .xlx (recommended)
    • If you would like to save as an .xlx type read this.
• Automate: 
  • Select this button to go to the Automated Report Service and automate your Export.
  • Learn more about this here.
• Cover Sheet...
  • Generate a cover sheet pdf file with the details of your Export and Filter.