How to Export a Report

Once you have gathered the information you want from a report, this article will show you how to export a report so that you can share that information.

To export the report, follow of these steps:

Exporting from Chronicall Main Menu:

  1. Under the Reports section on the Chronicall main page, select "Import/Export Report."
  2. Select from the list of reports the report(s) that you would like to export.
  1. Either right click on the report and select "Export Report(s)" or in the bottom right hand corner of the screen, select "Add Report."

Note: You can select multiple reports to export simultaneously. Hold the "Ctrl" button and select the desired reports. Once you've selected the reports, see Step 3.

  1. In the bottom right hand corner, hit "Export."
  2. Select desired save location.
  3. Once you have exported the report(s), you can now send it to another Chronicall agent that can now import the reports into their instance of Chronicall.
  4. To import, see How to Import a Report.

Exporting from Standard Reports:

  1. While in Standard Reports, select the desired report(s) to export.
  2. Right click on the report and select "Export Report(s)."
  1. Select desired save location.
  2. Once you have exported the report(s), you can now send it to another Chronicall agent that can now import the reports into their instance of Chronicall.
  3. To import, see How to Import a Report.