Changing Your Default Path in Management Reporter

Sometimes it is the simplest things that make our lives easier. In Management Reporter, users can export reports to Excel after reviewing them in the Report Viewer.

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When a user clicks on the Excel button on the Report Viewer toolbar, a default path appears in the “Export to Microsoft Excel” window. The default is the user’s local documents path, but in some organizations, users may prefer to export the report to a shared drive or a personal network drive. Fortunately, this default path can be changed by each individual user within Management Reporter.

The setting is accessed through the Tools menu in either Report Designer or Report Viewer—the screenshot below shows the “Report Designer” window; select “Options.”

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In the “Options” window, the user can change the default Management Reporter files location. It’s that easy!

If you are a BKD client and are in need of assistance with Management Reporter, please contact our Support Center at gpsupport@bkd.com or 877.BKD.SPRT.

 

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