Bistone HMS allows you to easily export any on-screen report to a file on your computer. This is useful for printing, emailing, or analyzing the data in other applications like Microsoft Excel.
Simple Steps to Export Any Report
- Navigate to and open the report you wish to save (e.g., Payment Report, Daily Occupancy Report, etc.).
- In the report's data display area, right-click your mouse.
- From the context menu that appears, select "Export...".
- A dialog box will open. Choose your desired file format:
- Excel: For further analysis, charting, or formatting in spreadsheet software.
- HTML: For viewing in a web browser while preserving basic table formatting.
- Plain Text: A simple, universal format compatible with any text editor.
- Click Export..., and choose a location on your computer to save the file.
Tip: The exported file will contain the exact data currently displayed in the report window, filtered by the dates and criteria you have set.
What If the Right-Click Menu Doesn't Appear?
Ensure your mouse cursor is within the main data grid of the report, not on the header, menu bars, or filter sections. Click once inside the data area to ensure it is in focus, then right-click.