Save an Open Vendor Invoices Report

  1. Open the Open Vendor Invoices by Project + CMR screen.
  2. In the fields on the Options tab, enter data as needed to control the report.
    Tip: You can save the data entered and use it the next time you run the report using the Report Settings pane. See Save Report Options for details.
  3. Click Run Report.
    The report displays on the Report tab.
  4. Click and select the format for the saved report.
    Note: Depending on the report, you may be able to save the report as a Microsoft Excel (XLS) file, a Microsoft Word (DOC) file, or an Adobe Acrobat (PDF) file.
  5. Navigate to the folder where you want to save the report.
  6. Enter a file name for the saved report.
  7. Click Save.
    Note: If you selected to save the report as a Microsoft Excel (XLS) file and you have Microsoft Excel installed, the Excel file automatically opens.