- Navigate to J1 Desktop
2. Once within J1 Desktop, there should be section named Report. This is where any InfoMaker Reports will live.
3. Click on desired report. This should then open a new window that appears as below. Select the Retrieve button.
4. Some reports have retrieval arguments. Upon hitting Retrieve, if a report does not have criteria for the user to pass, it will retrieve the report. Otherwise, it will prompt the user to enter the information and then will retrieve the report based on the criteria the user passes.
5. Upon report retrieval, the information may view within the J1 Desktop space or can be printed off as well by selecting Print.
6. However, to bring the report into the Excel Environment, you must navigate to File → Save Rows As.
7. Then, ensure the file location is going to be saved in “Documents”.
8. Right click on the white space below, hover over “New”, and then select “Folder”. This is where your reports will be stored.
9. After naming the new folder, double click on it so the location now shows your folder name and enter a file name down below.
10. Expand the dropdown for “Save as type” and select “Excel12(*xlsx) with headers”. Then click the Save button.
11. Open Remote File Explorer and locate Excel file (Path is C:\Users\FirstName.LastName\Documents\FolderName). Your Excel files now live in this location for your use!
