# Export SSRS Report

Before you could leverage Export SSRS Report feature, you need to create a CRM Report Template for a SSRS Report. In case you have not already created, kindly follow the steps provided [here.](https://docs.inogic.com/click2export/configuration/templates/ssrs-template)&#x20;

Once a CRM Report Template is created, you can go to the respective entity for which the template has been created and start using Export SSRS Report feature.&#x20;

Given below are the steps that needs to be followed to export SSRS Report.

* Go to **home page** --> Select any **single record** --> Click on **Click2Export** button.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MB8_Ohar2SJtKNDF8VK%2F-MB8eH6RP44_RM3ivDco%2FSSRS%20Use%20_1.png?alt=media&#x26;token=314e0e0a-4b7d-4903-888e-31da78b1b8b7" alt="Export SSRS Report"><figcaption></figcaption></figure>

**OR**

* Open **any record** --> Click on **Click2Export** button.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MB8_Ohar2SJtKNDF8VK%2F-MB8eMyKT9afpukM4I8v%2FSSRS%20Use%20_2.png?alt=media\&token=ec39f055-84b8-4116-a7eb-6db26dcadb29)

* The following **Click2Export UI** will open.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MB8_Ohar2SJtKNDF8VK%2F-MB8eTNGzTmbvaUPIaJA%2FSSRS%20Use%20_3.png?alt=media\&token=66a55ef3-8326-424d-910a-efe4a237b9e3)

**Report Templates:** This is where you will have to select the CRM Report Template for the SSRS Report that you would want to export.

**File Format:** This is where you can select the format in which you would like to export your SSRS Report. Currently, SSRS Report can be exported in **PDF, Excel, Word, CSV, and TIFF** formats.

**Report Details:** This would list down details about the SSRS report.

**Report Parameters:** If the SSRS report is a parameterized report, this section will list down all the parameters of the SSRS report and the user can select values before exporting the report.

You can read more about **Action and Email** Section from[ here.](https://docs.inogic.com/click2export/features/action-and-email-section)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
