Print, Export, or Email Grid Content

The following information explains how to print and export a report with content in a data entry grid. Supported file formats for exporting a report include PDF, HTML, MHT, RTF, XLS, XLSX, CSV, TXT, and Image (BMP, EMF, WMF, GIF, JPEG, PNG, and TIFF).

These instructions start with the assumption that a PCS module is already selected and the correct pipeline segments have been selected. For information detailing how to select pipeline segments, refer to Select ROWs.

Complete the following steps to print, export, or email grid content:

  1. Click the Data Entry menu and select a module. For example Data Entry > Edit CPDM Data will open the Edit CPDM Data window.

    Test Point Information Grid

    Test Point Inspection Grid

  2. Select a data entry grid by selecting both a main tab and a facility type. For example, click the Informationtab and then the Test Point tab to display the Test Point Inspection data entry grid (as shown in the example above).

  3. If you want to collapse the Selected ROWs pane to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the pane.

  4. Click Print to open a print preview window.

    Print Preview

    Print Preview

  5. To print the report using the default Windows printer, click the Quick Print button.

  6. To open a print window and select a printer to print the report, click the Print button.

  7. To select a file format and export the report, click the down arrow in Export Document and select a file format in the selection list.

    1. In the Options window, set up optional property settings and then click OK to close the window.

    2. In the Save As window, type a name for the report in the File name field and then navigate to a location on your computer to save the report.

    3. Click Save. click Yes or No in the Do you want to open this file message window,

  8. To select a file format and send the report as an attachment in an email, click the down arrow in Send via E-mail and select a file format in the selection list.

    1. In the Options window, set up optional property settings and then click OK to close the window.

    2. In the Save As window, type a name for the report in the File name field and then navigate to location on your computer to save the report.

    3. When an email message opens with the report as an attachment, select an email recipient and then click Send.

  9. Click the Exit button to close the print preview window and return to the data entry grid.