Frequently Asked Question

Saving reports to MAC

Last Updated 5 years ago

Saving Excel document to your computer:

Click "Export To Excel". This will open a popup for the options on the report which you can modify.
Click "File" and "Save As". This will take you to your Saved Files on Pulse.
Where you would normally enter your file name, if you instead enter "\\tsclient\" (Shown below).
Press the 'Enter' key on your keyboard. This will then take you to your personal folders.
If that doesn't work: Select the dropdown, and select your computer's username. In this case it would be the folder named "williamcardoso on password's iMac".
When you get onto your personal folders. Find the folder you would like to save the file to.
You can then name the file by entering the file name into the "File name:" input box.
Click the "Save" button.

Saving PDF to your computer:

Click the "Save To" button. This will open a popup.
Double click on "\\tsclient\YourComputerUserName". This will take you to your personal folders.
Navigate through the folders on your computer until you find the folder you wish to save the file to.
Click "Open" once you have selected the folder you wish to save to.
Now when you click "Create PDF", it will save the PDF to that folder on your computer.