Create a File from a Tracking Tab

A PDF file presents a visual representation of the screen or email, while the Excel file contains data on the report requested.

Note If the export file is larger than 5 MB, the system saves it to your enhanced FTP account by default. If you do not have an enhanced FTP account contact Global Support.

To create a file:

1. Click Tracking and select my tracking.
2. Select the tab you want to export to a file.
3. Click Export.
4. Select a file format from the available options.
5. If applicable, select the modules to include in a PDF file format.
6. Select to view the file in your browser or send as an email attachment.
7. Click Export.
8. If you choose to export the file via an email attachment, enter at least one email address. Send to multiple addresses separate each address with a semicolon and click Send.