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Exporting Files to Excel or PDF format

To send data to an Excel workbook or a PDF file:

• On the menubar, click File, Save/Send Records As:
• Choose Excel or PDF
• In the dialog box, choose a destination (such as your Desktop) and type in a filename
• Optional: Notice that there are other options in the dialog box that you can choose
• Click Save

It is useful to save data to a PDF file so that you can email a report or list to someone in another office. They cannot manipulate this data (they can't sort, edit, import, or anything) but they can view and print.

It is useful to save data to an Excel file if you want to create a customized list or report and need the flexibility offered by Excel.