# 7.管理報表

開啟【管理報表】點選【洽談記錄表】

![](/files/-Lk7qPUTf0JkgNJwhvC9)

進入報表會預帶當月的洽談資訊，可依您要查看的資料選取條件，再按【查詢】查找資料

![](/files/-Lk7uAlW06Oo0vmm9MWl)

按【列印】在系統右邊頁籤會產生PDF預覽畫面，可下載另存檔案或直接列印

![](/files/-Lk7xQcmn7YC03dvDPNq)

【轉出】即為轉出Excel資料，可選擇【轉出查詢資料】或【轉出報表格式】

![](/files/-Lk7xpsvpdoxiJu8Zzcx)

【轉出查詢資料】將查詢到的資料轉為Excel

![](/files/-Lk7y4uD9QzIWcbV7p8v)

【轉出報表格式】樣式如下

![](/files/-Lk8-b68_oF90lccJ0nj)

可


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