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Generate an Excel File for a TransferCenter Report - Transfer IQ®
Generate an Excel File for a TransferCenter Report - Transfer IQ®
William Pelino avatar
Written by William Pelino
Updated over 5 months ago

About

The option to generate and download an Excel file of transfer cases is built into the application.


Solution

  1. Click the Access tab and click Quick Reports

  2. Select a report type of Transfer Cases and select a date range

  3. Click Generate Report on the right

Once the report is generated, mouse-over the button to the left of the printer icon. This will let you download the report as a PDF or an Excel file.


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