RB User Guide > Program Basics > RB Interface > Function layout

Exporting & printing results

While you can use your browser’s print function to print screens from RB9, use RB9’s export function if you want to:

• Save information from a search.
• Create a report from search results.
• Print the information in a single pane or panel.

Use the export function to export the data to Excel or as a CSV (Comma-Separated Values) file to open in other applications instead. Some functions, such as Invoice Inquiry, include a Totals line in exported results.

Any pane or panel that has or in lower right corner can be exported/printed/saved by clicking the icon.

• To export results

  Click or >

  • Export to Excel – To generate an Excel file.
  • Export to CSV (Comma-Separated Values) – To generate a generic file to use in Excel or other applications.

  RB9 will automatically create a file in the format selected and download it to your device.

• To print results

  Click  or > Export to Excel. You can clean up the results in Excel as desired, then print from there.

• To save results

  Each time you export, RB9 automatically creates a file with a generic name based on the function you exported from and saves it in your Downloads folder. To ensure that you can find the results later, rename the file to something more meaningful and move the file to a folder you designate for the purpose of storing these types of files.

NOTE: Report exporting and printing

RB9-generated reports, as opposed to search results, do not have or in the lower right corner of the pane. See Printing invoices, statements & reports.

Reference

• Microsoft Excel

Step-by-step instructions

• Printing invoices, statements & reports