Exporting and printing the Sales by Customer report

Once you have generated your Sales by Customer report, you can export it to a file or print it for distribution, filing, or further analysis in spreadsheet software.

Before you start

• You must have already run the Sales by Customer report and see the results on screen.
• Decide which format you need: PDF (for printing or archival), Excel (for further analysis), or another available format.
• Ensure you have sufficient disk space or printer access.

Steps to export

1. On the report results page, look for an Export button or menu (often represented by a download icon or labeled "Export As"). Open in Usystems

2. Choose your desired export format from the dropdown or menu:

   • PDF — best for printing and sharing unchanged.
   • Excel (XLSX) — best for further calculations, pivot tables, or combining with other data.
   • CSV — best for importing into other systems.

3. Click Export or Download. A file will be saved to your computer's downloads folder (or prompted for a location).

4. Open the file in your preferred application:

   • PDF files open in a PDF reader or web browser.
   • Excel files open in Microsoft Excel, Google Sheets, or similar spreadsheet software.
   • CSV files open in a spreadsheet or text editor.

Steps to print

1. On the report results page, look for a Print button or icon.

2. Your browser's print dialog will open. Choose:

   • Printer: select your physical printer or "Print to PDF" if saving digitally.
   • Page orientation: Portrait (taller) or Landscape (wider). Landscape is often better for wide reports.
   • Margins: Adjust if the report has many columns.

3. Preview the output to ensure all columns are visible.

4. Click Print to send to your printer or save.

Tips & common mistakes

• Column overflow: If printed columns are cut off or too narrow, try exporting to Excel and adjusting column widths before re-printing.
• Large datasets: Reports with hundreds of customers may have multiple pages. Review the print preview to count pages before printing.
• File naming: When exporting, consider adding the date range to the filename (e.g., Sales_by_Customer_Jan2026.xlsx) to stay organized.
• Shared access: PDF is safest for sending to team members or external parties who shouldn't edit the data.