Using Data Entry Grids and Forms : Working with Data Entry Grids : Printing, Exporting, or Emailing Grid Content
Printing, Exporting, or Emailing Grid Content
The following information explains how to print and export a report with content in a data entry grid. Supported file formats for exporting a report include PDF, HTML, MHT, RTF, XLS, XLSX, CSV, TXT, and Image (BMP, EMF, WMF, GIF, JPEG, PNG, and TIFF).
Complete the following steps:
1
Select one or more pipeline segments in the Select ROWs window (Figure 7-4). Choose pipeline segments with facilities you want to work with, then click Save to close the window.
2
Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window (Figure 7-50).
3
Select a data entry grid. For example, click the Inspection tab and then the Test Point button to display the Test Point Inspection data entry grid.
4
If you want to collapse the Selected ROWs panel to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the panel.
Figure 7-50. Test Point Inspection Grid
5
Click Print to open a print preview window (Figure 7-51).
6
To print the report using the default Windows printer, click the Quick Print button.
7
To open a print dialog box and select a printer to print the report, click the Print button.
8
To select a file format and export the report, follow these steps:
a
Click the down arrow in Export Document and select a file format in the selection list.
b
When the Options dialog box opens, set up optional property settings and then click OK to close the dialog box.
c
When the Save As dialog box opens, type a name for the report in the File name field and then navigate to a location on your computer to save the report.
d
Click Save. When the message Do you want to open this file displays, click Yes or No.
9
To select a file format and send the report as an attachment in an email, follow these steps:
a
Click the down arrow in Send via E-mail and select a file format in the selection list.
b
When the Options dialog box opens, set up optional property settings and then click OK to close the dialog box.
c
When the Save As dialog box opens, type a name for the report in the File name field and then navigate to location on your computer to save the report.
d
When an email message opens with the report as an attachment, select an email recipient and then click Send.
10
Click the Exit button to close the print preview window and return to the data entry grid.
Figure 7-51. Print Preview