WEBVTT

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Welcome to this ACE Reports video,

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Saving and Exporting Reports.

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This video will demonstrate

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how to Save and Export Reports.

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You can save a copy of a report for

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personal use or to a public folder.

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There are two locations to save reports:

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Personal Folders: Reports saved in the

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Personal Folders are private and cannot

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be viewed or run by another user.

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Public Folders: other users can view

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and run reports stored in these folders.

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Other users cannot edit your public

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reports unless they save their own copy.

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IMPORTANT: Selecting a Public Folder as

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the destination allows anyone with

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access to the folder to see that report.

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You can also export a report to various

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formats such as Excel spreadsheet,

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PDF, and CSV.

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If exporting to PDF, remember to make

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any format changes prior to export.

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In the File drop-down, select Save As.

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The Save Document pane displays.

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In the Save Document pane:

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Select the Options tab to provide a

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Description and associate any keywords,

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if desired.

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If you want to see the data from the

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report’s last instance each time the

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report is open, de-select the Refresh

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on open option.

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If you want a new instance of the report

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to run each time you open it,

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keep Refresh on open selected.

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Navigate back to the Folders tab and

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select a folder to save the report in.

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You can save the report in your

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Personal Folders or in Public Folders.

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Note, you may have to expand and open

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folders or subfolders

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to find the correct location.

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In the File Name field, type a file name.

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Select the Save button.

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The report displays with the new file name.

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To export the report, in the toolbar,

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select the Export icon.

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In the Export to dialog box, select your

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desired export file format

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from the following options:

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Excel exports as an .xlsx file that you

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can open in a spreadsheet application.

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In a PDF, the data within the report

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will not be editable.

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Ensure you make any edits to the

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report layout before exporting.

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HTML can be read by a web browser.

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TXT is a plain text file

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with no formatting.

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CSV is a report with plain text,

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comma-separated values that are suitable

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or import into many applications.

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After you choose a format, review options

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specific to that format in the pane.

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In this example, we will export to a PDF,

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In this example, we will export to a PDF,

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and select the box to show all reports.

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When complete, select the Export button.

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The file downloads to your

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browser download location.

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This concludes our demonstration of

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how to Save and Export Reports.

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If you have any questions,

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email ACETraining@cbp.dhs.gov.