Exporting Reports

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Note: This section of the SchemeServe guide takes you through the basic reports and into developing your own reports. To get the most from this section it is highly recommended that you read through each component in order. To help with this we have labelled each section with a number in the “see also” section.


Exporting a report to use the data in another application (for example an accounting database) is very easy.


  1. Login to SchemeServe
  2. Click the Reports Tab
  3. Click the Report Link that you wish to Run
  4. Select the Date Range for the Report using the Links provided
  5. Click the Rerun Report Button
  6. Click the Export Button
  7. Click the OK Button to Save the Report to Your PC


Video Tutorial


See Also:

  1. About SchemeServe Reporting
  2. Understanding and Using the Graphical Charts
  3. Listing SchemeServe Reports
  4. Copying an Existing Report
  5. Editing an Existing Report
  6. Creating a New Report
  7. Setting Conditions in a Report
  8. Columns in SchemeServe Reports
  9. Formula Columns
  10. Printing and Running Reports
  11. Exporting Reports
  12. Reviewing Case Data from Reports
  13. Deleting Reports