Instructions for PC Users:


If you want to save a report to your local computer, choose the PDF or Word option on your toolbar.


PDF: Click the PDF or XPS Icon on your toolbar. Navigate to your local computer by clicking "This PC" at the top left of the dialog box. You will see your local drives underneath the "This PC" menu item. Make sure to give it a few moments for your local drives to be discovered and appear on the menu. Navigate to the desired folder on your drive. You may need to drill down on the "Users" folder to find it. The "Users" folder may take a few moments to appear. (See image - "C on jim-envy" is a drive on my local computer in this example.)


 Word: Click the Word or Excel Icon on your toolbar. An Export dialogue box will appear. At the top,  give your report a file name and click the "Browse" button. You will see your local drives underneath the "This PC" menu item. Make sure to give it a few moments for your local drives to be discovered and appear on the menu. Navigate to the desired folder on your drive. You may need to drill down on the "Users" folder to find it. The "Users" folder may take a few moments to appear. (See image - "C on jim-envy" is a drive on my local computer in this example.)


Excel:Click the Excel Icon on your toolbar. An Export dialogue box will appear. At the top,  give your excel file a name. Click the "export data with formatting and layout check box and "open the destination file after export operation is complete". Click "OK". Click the "File" tab at the top left of the screen and "Save As". Double Click "This PC". In the small dialogue box, use the scroll bar at the left until you see "This PC" again. Your local drives will be underneath the "This PC" menu item. Make sure to give it a few moments for your local drives to appear. Navigate to the desired folder on your drive. You may need to drill down on the "Users" folder to find it.  (See image - "C on jim-envy" is a drive on my local computer in this example.) 



Instructions for MAC users:

You will need to save/retrieve to a shared folder on your MAC. Instructions for creating your shared folder are below. Once you create your shared folder, follow the instructions above, but navigate to your shared folder when saving your document.

File transfers on MAC:
The user will need to declare a shared folder on their MAC in order to save files back and forth. Here are the instructions:
1. Open RDP on Mac
2. At the top left toolbar, click on “Microsoft Remote Desktop”
3. Click Preferences
4. Click General tab
5. At the bottom of the pop up, click the drop down “Add the folder you want to use in the folder redirection section” and select a folder.