To export a report, select the Export menu on the top right of the Report Details tab.
NOTE: If the selected filters result in a very large report (e.g., running data over 2+ years) and an Export option is selected, you may receive the following error after a period of time. Try to condense your results or create the report using Advanced Search.
Export as CSV
Click the CSV option to export the report as a CSV file. The report will run, allowing you to navigate to another screen if needed.
A notification banner will display that the report has been generated.
Click the CSV file from the Downloads button in your browser to open the generated report in a CSV file in Microsoft 365 Excel desktop.
Export as PDF
Click the PDF option to export the report as a PDF file. This provides options to select the orientation, format, text size, margins, filters, and location of the firm logo and firm address.
Orientation – Use the dropdown to select the page orientation: Landscape or Portrait.
Format – Use the dropdown to select the paper size (e.g., Letter, A3, etc.). Letter is selected by default. A new option for Custom has been added where you can set your Width and Height in inches.
Shrink text – Use the dropdown to select the text shrink amount: Standard, Max or None. Standard is selected by default.
Margins – Use the dropdown to select from Normal, Narrow, Moderate, Wide, or Custom margins. Normal is the default setting. Custom allows you to set the Left, Right, Top, and Bottom margins in inches.
Filters – Select the check box to include any filters used to generate the report.
Firm Logo – Select the check box to include the firm logo from Firm Preferences in the PDF. When selected, choose Justify Left, Center, or Justify Right for logo placement.
Firm Address – Select the check box to include the firm address from Firm Preferences in the PDF. When selected, choose Justify Left, Center, or Justify Right for logo placement.
Click the Export button to save your selections and generate the report as a PDF.
A notification will display that the report is being generated.
Click the PDF file from the Downloads button on your browser to view the generated report in a new tab, where you can download or print it.
Export as PDF Legacy (N5)
Click the PDF Legacy Reports (N5) option to export the report as a PDF using the original Needles 5 version formatting, which includes groupings, totals, and report criteria. Some reports may also include detailed reports and pivot grids. Firms that have migrated from previous versions to Needles will recognize the formatting of PDF Legacy Reports.
The report will run, allowing you to navigate to another screen if needed.
A notification will display that the report has been generated.
Click the PDF file from the Downloads button in your browser to view the generated results in a new tab, where you can download or print it.
See below for another example of a generated PDF Legacy (N5) report using the Checklist Status report.
