You can export a report in Folio to PDF or a Spreadsheet (CSV format). To export a report, please follow these steps:
Go to the Reports Menu, select the Report you would like to export.
We recommend that you preview and resize your report prior to export to make sure that you have the report set up exactly the way you would want it. Click on the Preview and Resize button to do this.
To Export the report, click on the Export button to generate a PDF
or click on the chevron and select Spreadsheet, to generate a CSV.
Most Reports will export within a few seconds but some reports may take time because they are either long running reports due to the volume of data or they may have been queued behind some other Reports on Folio's background servers. Folio will display the following message once you have exported a report.
You can follow the instructions in that message and go away and work on something else. When the Report is ready it will be available under Notifications at the top of your screen.
Sometimes, when the report queue is very busy, Folio may offer you the option to Abort Export. If you click on Abort Export, the report export will be aborted and you may try again later.
When exporting a report is in progress, you will not be able to export the report again until the current export is completed. The export button will be replaced by the following button.