You can export data to a PDF or CSV from Resource Search or from Reports.  Follow the steps in this article to learn how to export data to a PDF or in CSV format from the Generalist Screen in Infor. 

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Related Articles:    How to Export to PDF      How to Change the Default Export Limits for Reports

Export to CSV from Resource Search

From the Generalist Menu:

1.  Select Resource Search.

2. Select the "Three Dot (Ellipsis)" dropdown menu.

3. Select "Options" then "Export to CSV".

NOTE:  From this screen, you have the option to print data to a PDF or Export to CSV format.  

Export to CSV

4.  Enter the Name of your Report.    The format field defaults to CSV. 

5. Select "Content".  The default record limit for export is 5,000.   You can change the default by selecting a different option from the drop-down menu.  

6. Select "Export".

7. Select "My Print Files". 

8. Select "View".

9. The report will generate at the top of the browser menu for download.   If the report does download automatic, select the down arrow at the top of your browser, then double click to select the report from your download history. 

10. The report exports to Excel.  

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How to Export to CSV in Self Service

Publish Date: 11/07/2022