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→Custom Export
__TOC__
=File Export=
[[Image:ReportExport.PNG]]
* '''Export Format''' - a dropdown list of different file format you can export the report to.
* '''Folder Type''' - can be exported to either a [[SmartFolders_Overview|SmartFolder]] or a [[SmartFolders_Overview#Configuration_-_Advanced|Configuration Folder]]
* '''Folder''' - choose the subfolder where you want to export the file to.
* '''Data Position''' - determines the starting position of your list view results (the "data").
* '''Meta Data Position''' - determines the starting position of the report criteria (the "metadata"). If your report does not utilize [wiki/Criteria criteria], the Meta Data will be blank.
* '''Export File Name''' - set a filename that is applied when the report is exported. If left empty then the default name for exported file is "Book".
<pre>
Note: The syntax for both the "Data Position" and "Meta Data Position" fields is ''worksheet'';''column'';''row''
The default setting is 0;0;0 for both fields. This means that your list view results will be exported, with the topmost, leftmost value appearing in the first worksheet, in cell A1.
The numbering begins at zero, so the first worksheet, first column or first row would be referenced with a 0, as opposed to 1.<br /> Therefore, if you wanted either the list view results or the metadata to be placed in the<br /> third worksheet of your Excel file, starting in cell B4, you would enter ''2;1;3''<br /> The syntax for the first worksheet, cell A1 would be ''0;0;0''
</pre>
==File Extension==
A report can be exported into a flat file with the following file extension:
<details>{BREAK}
</pre>
2. In the '''Detail''' section add the child elements, in the sample below the child is ''employee'' with subchildren ''firstname'', ''lastname'', ''salary'' and ''startdate''.
* The following would export a report and subreport in Comma Separated Values format (CSV):
<pre>@Companies/Accounts - Company name@,
@Companies/Accounts - Address 1@,
@Companies/Accounts - City@,
=Custom Export=
[[Image:Reps200.png|800px]]
This window consists of the following settings:
* 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 in Excel==
1. Click the '''Reports''' tab.
<!--54913 - Ability to store report export to specified SmartFolder-->
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=See Also=
:* [[Exporting List View Results to Microsoft Excel]]
:* [[Report Variables]]
