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

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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