In this article we will go over how to export and use the reports you can run out of TLM Vision.
Vision has the capability of exporting reports into several formats: Adobe (pdf), Excel, Word, Text, etc. It
is recommended you create an “Export” folder on your local hard drive to save these reports.
How to Create an Export Folder
1. Double-click on My Computer on your Desktop
2. Double-click on Local Disk (C: )
3. Select File – New – Folder
4. Type in “Export” for folder name
5. Close window
How to Run a Report
1. Select Reports
2. Highlight report
3. Select division, date range, filters as needed
4. Click Preview
5. The report will display.
How to Export a Report(s)
1. Click on the envelope with the red arrow.
2. Select Export format.
3. Select Page Range.
4. Double-click on C$ on ‘Client’ (V:) – This is your local computer.
Important If you select Local Disk (C:) during the export process, you will be saving your report on the server in New York, not your local computer.
5. Double-click “Export” folder (created by you)
6. Change File name if needed.
7. Click Save
How to Save a Report
1. Double-click on My Computer on your desktop
2. Double-click on Local Disk (C: )
3. Select “Export” folder
4. Double-click report to open
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