Print Reports

The procedure to print is the same for most reports. To find many reports, select the application, then Reports. You can also click the Print option in the toolbar where available, or select a print option from an action bar menu.

In most cases when you select an item through a Reports menu or action bar, a page opens with information about the report and fields to enter report criteria. Report criteria fields work the same as search criteria. The Print option in the toolbar generally appears on a page where you perform a search and uses the search criteria results for the report.

If you use a report with its own criteria page, enter your report criteria and click Accept.

1. Whether your process is from report criteria or the Print option of the toolbar, the Print dialog appears. Select the Destination for the report. The default File Name appears so that you can find the file.

   • File: Saves the report to a file in your user report folder. If you have a Reports panel on My Dashboard, the report appears there, Otherwise, click Documents in the toolbar of most pages or navigate to eForms & Tools, then View Files, to locate the report file.

   • Screen: Produces the report in PDF format and opens it in your browser. Depending on your browser settings, the file may automatically be saved in your Downloads folder on your PC.

   • Excel: Produces an Excel format of the report. This option is not available for all reports. If you select Excel as the destination, there are two additional options:

     • Data Option: Choose whether you want totals to be calculated, as applicable, and populated in the Excel report.

     • Run in the Background: Similar to saving to File, the report will not open immediately and saves to your report folder. You can set up a notification to alert you when an Excel report has completed.

2. If you select Screen or Excel, the file can be blocked by browser pop-up blockers. Allow pop-ups from the software on your browser.

3. Click OK to generate the report.

When you run a report, if you receive a Windows message asking you to find a program to open the file or save the file, select to save the file to your PC. Once the file is saved, locate the file on your PC and open it. When Windows asks if you want to use the web service to find the appropriate program or select the program from the list, choose to select the program from a list. If you send the report to Excel, select Excel, or send the report to screen using Adobe Reader or similar program. It is recommended to select Always use the selected program to open this kind of file. After you click OK and open the report, anytime you run a future report, it will automatically open from PowerSchool ERP based on your preference.