Reports and forms

To save a report as a PDF

Mac OS X Users - IMPORTANT!

  1. From the Reports menu, choose Index to Reports to open the Index to Reports window.


  2. Highlight the report you want to save as a PDFs (Emailing reports and forms). Use the Reports Customization window to change the report, if you wish.


  3. Click the Send To button and choose Disk; choose PDF from the list of file formats.


  4. Click Save. A dialog window opens.


  5. In the window, enter a name and location for the new PDFs. Be sure to remember the name and location of the file, since you'll need to know it later. Click Save.


  6. When you're ready, use your email software to attach this file to an email message.


Related topics