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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:
** '''SUM''' - sum of a column in the report. '''''@SUM('''''column_name''''')@ '''''
<!--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 in 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=
A report can now be automated to export to a SmartFolder or an external SFTP site. You can now as report as per schedule a recurring task on a daily, weekly, or monthly basis to automatically run a report and export the contentsSmartFolder or an external SFTP site.The file will be exported based the normal ''File Go to [[Scheduled Report Export''' and no option for '''Custom Export''' is currently available]] on how to configure scheduled report exports.
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<!--67965 - Extend schedule report export to custom template-->
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[[Category:Reports]] [[Category:XML]]
