1. Select the format type you want for the report (almost always set to Preview).
To view the report on-screen without saving, select Preview from the Report Type drop-down menu. You can then save the file following these instructions here.
To save as an Excel select tick the Excel/CSV or Send to Excel checkbox in the Report Detail section.
2. Click Ok to run the Report
3. If you selected a Preview format, the report will appear on screen, if you selected PDF you will be prompted to save the report before you can view. To save the Preview format select the save icon and then follow the same directions below.
4. When you are prompted to choose a file path for the report to be saved to select Client Home (M:). In this case we have saved the report to the folder in the M Drive called Desktop. You can save to different folders on your M drive, such as BACS.
Important: The Client Home (M:) Drive represents your C Drive on your local computer. You will need to create a folder on the root directory of your local C Drive before Eclipse can access and see it, such as BACS, Desktop, Reports, etc.
If you are saving from Excel, you first need to select This PC to see your local M Drive.
5. The report will now appear in the folder you saved it to. In this example it is on your computer at
M:\Desktop\
