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BalanceAAP > Reports / Run Reports for a Master Plan

RETURN TO: Reports

KEY TOPICS:

  • Export as Single or Multiple Files
  • Select Export File Type
  • About Export Settings in a Master Plan

NEXT STEP:

Determine Settings prior to Exporting AAP Reports

With settings at the top of Reports > Export Settings,list, you may select options for how Reports are exported.exported Onceprior youto have determinedperforming the options below, you can move on to: Select Reports. action.

Export Single or Multiple Files

Select one of the following:

  • A Single File (Combine all reports into a single output file)
  • Separate Files (Save each report as an individual document)

Note: FIles will be Zip'd for download.

Select Export File Type for Reports

The options for file type are:

  • PDF (Read only)
  • Word, Excel, or Rich Text (Editable)

Select the desired file type from the drop-down.

Note: Minorities/Women, IWD, and Veterans Narratives can only be exported in PDF.

Once you have determined the number of files and file type, click Save.


About Export Settings in a Master Plan

Export Settings apply only to the Master Plan. However, reports for sub plans can be developed and run from the Master Plan, by using: Reports > Filter.