394 Calyx SoftwareReports' (single quotation mark)Uses single quotation marks as the text qualifier. Text that is contained withinsingle quotation marks is considered one value.3 In the Save In field, choose a destination directory.4 In the File name field, enter a file name, and click Save.Point automatically assigns the file an extension of.txt.Exporting reports to Microsoft ExcelTo export the results of a report in Point Report Viewer format to Microsoft Excel®:1 Select File > Export > Excel.2 In the Save In field, choose a destination directory.3 In the File name field, enter a file name and click Save.Point automatically assigns the file an extension of.xls.Manipulating Excel report outputAfter a report is generated into Excel output, use the controls in the Generate Resultsscreen, shown in the following example, to process and view the data:Keep report results open check boxWhen selected, keeps the report open and available in the Reports & Marketingtab if you switch to another view.Open Loan buttonClick the Open Loan button to open the loan file for the selected record.Refresh buttonRefreshes the report to include any loan data that was updated since the reportwas generated.SortSorts data by the selected option in the dropdown list. Click to the sort thedata in ascending or descending order.ViewsThe view buttons access the available report views. They also correspond to tabsat the bottom of the spreadsheet. Depending on the report, the following views areavailable:Cost and Profit SummaryDisplays an overview of warehouse costs, units, and any gains or losses.RecommendationCalyx recommends editing the report template to change the output toDisplay Results in Excel. This change provides a more seamless dataintegration.
