Setting the default report format

Using the OnSite Solution, you can select a default report format as a preference.

Reports can be generated to Excel or PDF formats. When you set a default report format, reports are generated to the specified output each time a report is made. However, you have the opportunity to change the report format in the report wizard.

NoteNote:

Maps are only available in PDF format.

Steps:
  1. On the Task Menu, click Edit Preferences.
    Edit Preferences option on the Task Menu

    The Edit Preferences wizard opens.

    Edit Preferences wizard

  2. Click Report Format.

    The Edit Preferences wizard proceeds to step 1.

  3. Select a default report format from one of the following options:
    • PDF
    • Excel

    The default report format is selected.

    Select default report format

  4. Click Apply.
  5. Click Next.

    A confirmation message appears to let you know the preference is saved and provides additional workflows you can explore.

    Additional options

  6. Click one of the following:

    Back to Preferences

    This option returns you to the start panel for the Edit Preferences wizard.

    Additional Tasks

    This option exits the Edit Preferences wizard and launches the Task Menu for additional options.

    Return to Map

    This option exits the Edit Preferences wizard and launches the Task Menu for additional options.


2/24/2012