How do I save data from the Cloud?

Triumph ERP Cloud offers many benefits like easy access, rock solid security, daily backups and more. But how do I save data from Triumph ERP Cloud to my workstation? There are a couple of ways to do so and we will be demonstrating them below.

Copy and Pasting

In this example we will be exporting a Debtor Account Listing to Excel on the server. The Excel file has been saved to “D:\Documents”.

To access the file explorer, you would need to go to Explore Current Folder (S-U-O). This should bring up the File Explorer.

Browse to where the Excel file was saved, in this case it is “D:\Documents”.

Right click on the file and click “Copy”.

Now open up the local folder that you want to save the file to, in this example we are going to save it to the “Documents\Excel” folder.

Right click and select “Paste”. The Excel file will get copied into the folder.

Printing to a PDF

Another way you can save a form, report or listing to your workstation from Triumph ERP Cloud is to print it to a redirected PDF printer. In the below example, we will be using the Debtor Account Listing again.

Select “Print” on the Debtor Account Listing.

If you are using Windows 10, Microsoft has a PDF printer included called “Microsoft Print to PDF”. If not, you can use PDF printers like “Bullzip PDF Printer”. For this example, we will use “Microsoft Print to PDF”.

The output window from your printer should pop up locally, asking you where you want to save the PDF file. In this case, we will be saving the PDF file to the “Documents\Excel” folder.

Saving to Local Drive

The final way to save data from Triumph ERP Cloud to your workstation is to save directly to your local drive.

Your RemoteApp should be set up to link in your local drives for easy access to local files and documents. In the below example we will be exporting the Creditor Account Listing to Excel and saving it to a local folder “E:\Documents”.

First open up Creditor Account Listing (C-L-A) and click on “Preview”. We will now click on the export button and select “Microsoft Excel 97-2000 (XLS)” and click “OK”.

Click “OK” on the next screen.

I will now select one of my linked drives, “E on SAPPHIRE” and save it to the “Documents” folder.

Looking at the folder locally, I can see that the file has been saved on my workstation.