How To: Export or Print Reports

Envisio reports are easily exported to external formats for easy review and manipulation of data, or sharing data to those without Envisio login access.

Depending on report type, reports can be exported to Microsoft Excel format (.XLSX), printed, or saved as a PDF file.

To export a report, you will need to first preview or generate the report.

Export to Microsoft Excel .XLSX format

Available on tabular and multi-plan reports only.

Click the Microsoft Excel button at the far left side of the report. This will automatically begin a download of the report through your browser.

Print (and Save as PDF) format

Available on tabular, progress, and multi-plan report types.

Click the Print button at the far left side of the report. This will open your browser's print functionality, where you can print to any connected printer or choose to Save to PDF.

Note that the Background graphics checkbox in your browser's print screen must be checked in order to see colors for your Status and Progress properties when you print or PDF a report. You may have to open More Settings to access this option.

Note that recipients of a scheduled report will be offered the same options to export to .XLSX format or print / PDF.