Exporting and printing the Vendor Contact List report

The Vendor Contact List report can be exported to a spreadsheet file (Excel or CSV) or printed directly from Usystems. Exporting lets you share the list with team members, manipulate the data further in a spreadsheet, or archive it for reference. Printing lets you create a physical copy or a PDF for distribution.

Before you start

• You must have already run the Vendor Contact List report and have it open on your screen.
• Decide whether you want to export (save as file) or print (to printer or PDF).
• If exporting to Excel, ensure you have a spreadsheet application available on your computer.

Steps to export

1. On the Vendor Contact List report, look for an Export or Download button (usually near the top of the results area).

2. Click the Export button.

3. Choose your export format:

   • Excel (.xlsx) — Opens in Microsoft Excel, Google Sheets, or similar spreadsheet applications. Preserves formatting and allows sorting and filtering.
   • CSV (.csv) — Plain text format, compatible with all spreadsheet programs and databases. No formatting.

4. Click the format you prefer. The file will download to your computer's default Downloads folder.

5. (Optional) Open the file in your spreadsheet application to verify the data and make further edits.

Steps to print

1. On the Vendor Contact List report, look for a Print button or icon (usually a printer symbol).

2. Click the Print button.

3. A print preview or print dialog will appear showing how the report will look on paper.

4. (Optional) Adjust print settings:

   • Orientation — Choose Portrait (vertical) or Landscape (horizontal). Landscape is often better for wide reports with many columns.
   • Paper size — Usually Letter or A4.
   • Margins — Adjust if needed.
   • Include headers/footers — Choose whether page numbers and report title should appear on each page.

5. Click Print or Print to PDF:

   • Print sends the report to your default printer.
   • Print to PDF saves the report as a PDF file to your computer.

6. If you selected Print, confirm the print job on your printer.

Tips & common mistakes

• Check your filters before exporting. If you filtered the report to show only certain vendors, the export will include only those filtered results, not all vendors.
• Excel is better for further analysis. Export to Excel if you plan to sort, filter, or calculate totals in a spreadsheet.
• CSV is better for system imports. If you need to import the vendor list into another system, CSV format often works best.
• Print to PDF for archiving. If you want a permanent reference copy that won't change, print to PDF rather than exporting to a spreadsheet.
• File naming. When you export, rename the file with a date (e.g., "Vendor_List_2026-07-03.xlsx") so you know when it was created.