Lab - Print and Export
The screenshots on this page do not all reflect the new web version yet.
You want to apply the skills learned in the last lab and create a real-time, ad hoc report from what you can see in the Case List. You want to print the list, save it as a PDF file and export it to an Excel file.
These exercises will convert the Case List as it is currently displayed into reports.
- Click the Print button on the main Case Manager toolbar. This displays a Print Preview window. You can print directly from this window.
click Change next to the Destination area and select Save as PDF to save the file to your computer.
This useful report can be printed, attached to an email or sent, as required.
- Click the Export Grid to Excel button on the main Case Manager toolbar and select Export list to Excel.
- A MS Excel file will be downloaded to your computer.
- In Excel you can further manipulate the information in this file if required.
Well done! After doing the quiz you have completed this module. These basic skills will be useful throughout the training and long afterwards.
It is a good idea to practice these skills often and to read through the extra information about grids in the rest of the site. There are more useful list tools to explore and these apply to the many different lists in Case Manager. The Case List itself has more powerful grid functions provided by the Case List Criteria, as you have seen. The better you get at using all of these features, the faster and more efficiently you will be able to work in Case Manager.
Next: Quick quiz