Instruction
Rapporten

Every report result can be taken outside: as an Excel file, as CSV or as PDF. You can also print the screen.

Exporting

  1. Run the report the way you want to export it.
  2. Click the export button (the down arrow) next to Run report.
  3. Choose Export to Excel, Export to CSV or Export to PDF.
  4. The file is prepared and downloaded.

What the export contains

FormatContents
ExcelThe table with the main value per cell (revenue, count or percentage). Handy for calculating further yourself.
CSVThe same data as Excel, as plain text — for import into another system.
PDFA styled page with both the chart and the table, including the comparison values. This is the format to share with someone who does not work in i-Reserve.

Excel and CSV contain the main value per cell only, so without the comparison line you see under the cell on screen. If you need that, choose PDF or run the report twice with different periods.

Printing

The print button (the printer icon) prints the report as it appears on screen, chart included. For a tidy page to send around, the PDF export usually gives the better result.

The following right may be necessary in order to use this functionality.