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Exporting Reports

1,044 bytes added, 15:27, 14 February 2020
Custom Export
<!--56482 - Ability to Sum and Count in report custom export header-->
* Please refer to '''[[Exporting Reports with Total Group By]]''' when exporting reports when [[Using Total Group Options in Report Builder]]
 
==Using Custom Export to export Excel==
1. Click the '''Reports''' tab.
 
2. Click the '''Edit''' button for the '''Employee List''' report.
 
3. Click the''' Custom Export''' tab.<br />
[[image:Advanced export settings.png]]
 
You can specify the layout of the report to be exported in the next screen
 
[[image:Advanced export settings2.png]]
 
'''Header''' section : you specify the column headings for your report to be exported.
 
'''Fields''' drop down : gives a list of variables that correspond to the fields selected in the report through report builder.
 
'''Details''' section : you specify the fields for the report to be exported. The fields that you select will be displayed right to left in exported report so select the field for the last column first.
 
4. Change the '''Extension''' to '''XLS''' or '''CSV'''.
 
5. Save the '''Layout'''.
 
6. Return to the '''Report''' list and click the '''Export''' button.
 
[[Image:Advanced export settings3.png|thumb|none|900px]]
 
The '''File''' is opened in MS-Excel.
 
[[Image:Excel report.png]]
=Export to SmartFolder or SFTP=
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