How do I export a report?

Procare reports, from either Standard Reports or Data Viewer, may be exported to a variety of formats.

The basic steps are to:

1. Click the Export Report icon (second from left at top) for a Standard Report (Image 1 below), or the Export button (third from left at bottom) of the Data Viewer screen (Image 2 below).
   Image 1:
   

Image 2:

2. Select the type of output file desired.

• For a report, select the “save as type” for the file type desired.
• For Data Viewer, click the down arrow to the right of “Export”, and select the file type desired.

Suggested Formats:

• For Data Viewer screens: Choosing “Export as CSV” (comma separated values) will give you data with the least amount of formatting and is easily imported to Excel.
• For Standard Reports: Selecting “Microsoft Excel…Data Only” will give you similar formatting to CSV.