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 CSV      How to Change the Default Export Limits for Reports

Export to PDF from Resource Search

From the Generalist Menu:

1.  Select Resource Search.

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

3. Select "Options" then "Print To PDF".

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

4. Enter a name for the PDF file in the Name field.

5. Select Content". The default record limit 5,000.  You can select a different setting or specify a record limit.

6. Select "Print" to generate the report to PDF.

7. Select "My Print Files".

8. Select "View".

9. The PDF opens in Adobe.  You can select the print button or the down arrow to download the PDF to your PC. 

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How to Export to PDF in Self Service

Publish Date: 4/01/2025