Export reports
To use the reports outside of Infront Portfolio Manager, you can export them. To save the report to a data carrier, e.g. as a PDF, carry out the following steps:
- Select the EXPORT command on the "Report" tab.
The "Settings" dialog box with the "Export options" tab opens. - In the "Output" field at the top of the dialog box, activate the "To a file in format" option and select "Acrobat format (PDF)" from the corresponding selection list.
- In the "Other" field below, select the directory in which the file is to be saved.
- Also specify whether you want to export the report completely or only certain pages and confirm with "OK".
The report is now saved in the target directory. The default name is "Name of owner plus name of report", e.g. "Max Mustermann Report Performance Report".
Proceed in the same way for all other export formats.