Print or export a report

Reports are able to be printed and exported right out of CollaborateMD. This is helpful if you need to upload this information into another program you might use (e.g., QuickBooks, EHR/EMR). 

Follow the steps below to print or export a report. 

  1. Select Reports > Viewer.

  2. Find, then Run your report. 

    Review our Running Reports Help Article for more information.

  3. Click the Print/Export button.

  4. Select one of the following options:

    1. Print: Prints the selected report. Opens the print window on your web browser.

    2. Export as Text: Exports the selected report as a .txt file. 

    3. Export as CSV: Exports the selected report as a .csv file.

    4. Export as Excel: Exports the selected report as a .xlsx file. You have the option to Include report headers in this export.