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How to save/publish a report in excel or PDF format

Important Note: To be able to save/publish a report in Excel/PDF format, a report first must be generated. To learn more on how to generate a report, please read our article: How to generate a report in CARMIS

Save a report in Excel format


Step 1: From the top toolstrip in you're report, click on the 'Excel' icon. 

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Step 2: Wait for a short moment and a new browser tab will open and the report will be downloaded into your computer. Click the file to open the excel sheet. 

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Save a report in PDF format

Step 1: From the top toolstrip in you're report, click on the 'PDF' icon. 

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Step 2: Wait for a short moment and a new browser tab will open with the pdf file.

Note that the picture below shows how the Microsoft Edge browser opens the PDF. It may look different for other browsers.

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Step 3: Click on the 'Save' button or press 'Ctrl + S' on your keyboard and save your file as required.

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