Generating and saving reports using a system action

You can generate and save a report using a manual action.

Before you begin

To generate and save a report using a system action:

  1. In the notification tray, click Hot actions ().
  2. In the Hot actions dialog box, click Manual action.
  3. In the list of actions, click Export report.
  4. From the Report drop-down list, select the saved public task that you want to export.
  5. From the File format drop-down list, select PDF, Excel, or CSV.
  6. (PDF only) From the Orientation drop-down list, select whether the PDF file should be in portrait or landscape mode.
  7. If you want to overwrite a report that was previously exported to the destination folder, then select the Overwrite existing file option.
  8. Click OK.
The report is saved in the location you specified.