You can easily export the most recently run report from Minfos in a variety of formats, including Excel, text, html, and PDF. This allows you to view, analyse or share data in your preferred program. You can also email the report as a PDF directly from Minfos.

Note This process works for reports generated in Minfos, except for Minfos Online Reporting. See Introduction to Online Reporting

Once you have run the desired report:

  1. Close the report and click the Export Report icon. This icon can be found in the module where you ran the report, or in the Reporting module.



    The Report Exporter is displayed.



  2. Select your desired Export Format from the dropdown menu.



    The options are:
    1. 0. Excel workbook (Excel 97 or later)
    2. 1. Text Tab Delimited
    3. 2. Html
    4. 3. PDF
    5. 4. Email
  3. Click Okay.
  4. If you selected:
    1. 0. Excel workbook (Excel 97 or later) – The file will open in Excel.
    2. 1. Text Tab Delimited – The Export Path will auto populate with the default location and file name. Take note of this location, or if desired, enter a custom location before clicking Okay.



    3. 2. Html – The Export Path will auto populate with the default location and file name. Take note of this location, or if desired, enter a custom location before clicking Okay.
    4. 3. PDF – The Export Path will auto populate with the default location and file name. Take note of this location, or if desired, enter a custom location before clicking Okay.
    5. 4. Email – The Email Report window is displayed. Enter the Email address, Subject Line, and Email body before clicking the Email button. The report will be attached as a PDF file.

      Note You must have store email configured to export via email. Refer to Email Configuration



  5. The report is exported in the selected format.