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Exporting, Finalizing, and Deleting

Exporting a Daily Report to Excel​

The export feature creates an .xlsx file based on the currently open Daily Report.

  1. Open the details page of the Daily Report you want to export.
  2. Click Export to XLS.
  3. Wait for the file to be generated and downloaded.

Finalizing a Daily Report​

Finalization locks the Daily Report data so it can no longer be changed. Use this feature after all report information has been verified and is final.

  1. Open the Daily Report details page.
  2. Click Finalize in the upper-right corner of the page.
  3. Confirm the finalization action.
caution

Check all information before finalizing because locked data cannot be changed.

Deleting a Daily Report​

You can delete a Daily Report from either the list page or the details page.

From the list page​

  1. Open the Daily Report list page.
  2. Select the row for the Daily Report you want to delete.
  3. Open Group Action.
  4. Select Delete Selected, then click Go.
  5. Confirm the deletion if prompted.

From the details page​

  1. Open the details page of the Daily Report you want to delete.
  2. Click the action icon in the upper-right corner.
  3. Click Delete.
  4. Click OK to delete the Daily Report.
caution

Make sure you have selected the correct Daily Report before confirming its deletion.