Custom Export
From SmartWiki
Revision as of 14:02, 18 September 2013 by Ciaran Donnelly (talk | contribs) (Created page with '__NOTOC__ 800px The Custom Export settings provide users with the ability to define the columns and headers to be exported from the system int…')
The Custom Export settings provide users with the ability to define the columns and headers to be exported from the system into an external application such as MS Word, Excel or Quickbooks.
The image above shows the Custom Export settings that will result in the Company Name, Address, City and Country fields being pulled into an Excel file.
By including HTML code, you can customize the elements of the report that will display on the page when a report is run or previewed. The following sections appear on the Report Template page:
- Header - defines the column headings of the report.
- Row - defines each "line item" of the report.
- Report Template - defines the entire report page. The variables @header@, @rows@ and @navbar@ can be used to set the position of the various elements of the report.
- Criteria Template - defines the criteria section of a custom report template containing the prompt(s) for report parameter(s) when report criteria are used. See the Criteria Template page for additional information.
