Export Reports

Problem: A report needs to be exported from TRIO so it can be saved and/or emailed.

Resolution: Any reports within TRIO that generate a Print Preview can be exported by going through the following steps:

1.      While viewing the Print Preview of a report, go to File in the top-left of the window.

2.      Hold the mouse over Export. There are four options when exporting. Documents can be exported as Rich Text, PDF, HTML, or Excel formats. Select the desired format.

3.      A Save As window will appear. Choose where the file should be saved, and assign a name to the file, then click Save. The file can now be found at the chosen location.

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