3 exporting a report to pdf or .xls, 4 exporting transactions to .xml – Rice Lake OnTrak Truck Scale Data Management - Operation Manual User Manual

Page 42

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38

OnTrak Manual

2. Using the

Truck

,

Job

,

Product

, and/or

Customer

text boxes, type keywords to identify the transaction.

Alternatively, you can leave these text boxes blank and use the

Start Date

and

End Date

pull-down menus

to select a date range.

The Start Date and End Date range is always in effect. The other text boxes are optional criteria that can be
used to further refine your search. All transactions occurring within a selected date range will appear if no
keywords are entered in the Search text boxes.

3. Click the

View Report

button.

The

Transaction Report

dialog box generates the transaction report.

7.3

Exporting a Report to PDF or .XLS

After a report is generated, it can be exported as a Microsoft Excel (.xls) file or as an Acrobat (.pdf) file.

1. Generate the report (see Section 7.1).

2. On the report toolbar, click the

Export button » Selected File Type

.

Figure 7-4. Export Drop-Down Menu

3. From the

Save As

dialog box, navigate to the desired save location.

4. In the

File name

text box, type a name for your file.

5. Click

Save

.

The Excel file or PDF is saved in the selected location

7.4

Exporting Transactions to .XML

OnTrak

gives you the ability to export transactions (based on criteria you specify) to an .XML file.

1. From the

Tools

menu, select

Export Transactions.

The

Export Transactions

wizard appears.

Note

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