--- title: Exporting reports into another format. description: This article explains how to export a report into another format such as PDF, RPT, CSV, etc. --- [Skip to content](https://hub.acctivate.com/articles/export-a-report-into-another-format#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Reports](https://hub.acctivate.com/articles/reports?hsLang=en) 3. [Basics](https://hub.acctivate.com/articles/reports?hsLang=en#basics) April 14, 2025 # Exporting reports into another format. ## This article explains how to export a report into another format such as PDF, RPT, CSV, etc. In preview mode reports can be exported into any of the following formats: Acrobat Format (PDF), Crystal Reports (RPT), Comma Separated Values (CSV), MS Excel 97-2003, MS Excel 97-2003 (Data only & with advanced options), MS Word, MS Word - Editable, Web page (HTML), Tab-delimited (TXT), and XML. Acctivate provides various reports, which can be accessed from the desktop menu items or they automatically pop-up when specific procedures are performed, like posting inventory in an inventory transaction. Provided reports include purchasing, sales, business activity and customer reports. 1. Open the specific report (i.e. purchasing, sales order, business activity, or customer report) you want to export. 2. In the **Report Selection Criteria** window, use the **Filter** and **Value** columns to display specific information in the report. 3. Click the **Preview** button. 4. In preview mode, click the **Export Report** button. ![](https://help.acctivate.com/wp-content/uploads/Export-Report-2.png) 5\.  In the **Export Report** window, you can select the File Location anywhere available on your PC. 6\. Choose the file type in the **Save as type **drop down menu (i.e. a PDF, Excel document, etc.). Note: If you select **Microsoft Excel 97-2003** (or any other MS Excel type) the report will be exported as an Excel spreadsheet, which is formatted as is in the preview window. If you select **MS Excel 97-2003 (Data only)** (or any data only option) then only the data will be exported in an unformatted form. 7.Click the **Save** button. ![](https://help.acctivate.com/wp-content/uploads/File-Name-and-Save-As.png) 8\. 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