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→Custom Export
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=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:
'''IMPORTANT:''' In order to support '''special characters''' such as French accented letters, euro symbols etc [[SmartSimple]] uses UTF-8 encoding. When opening exported files Microsoft Excel always imports using ASCII, so special characters do not appear correctly. This is a flaw with Excel. In order to export data containing special characters to Excel use one of the procedures outlined on the [[Exporting Reports with Special Characters to Excel]] article.
'''Note:''' If the report has sub reports attached then you must set up the Custom Export settings for each of the sub report attached.
==Export to XML==
<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:
** '''COUNT''' - count the total rows per report. '''''@COUNT('''''column_name''''')@'''''
** '''SUM''' - sum of a column in the report. '''''@SUM('''''column_name''''')@ '''''
** '''Current Date''' - add current date using standard format YYYY, YY, MM, DD, HH, mm** [[Sscalculation|sscalculation]] can also be used in the header or footer<!--Ticket# 56482 - Ability to Sum and Count in report custom export header--><!--Ticket# 122241 - To add current date in the header for custom export report-->* Please refer to '''[[Exporting Reports with Total Group By]]''' when exporting reports when [[Using Total Group Options in Report Builder]]
==Using Custom Export to SmartFolder or SFTPexport in Excel==A 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 now specify the layout of the report to be automated to exported in the next screen [[image:Advanced export settings2.png]] '''Header''' section : you specify the column headings for your report to a SmartFolder or an external SFTP sitebe exported. You can now schedule '''Fields''' drop down : gives a recurring task on a daily, weekly, or monthly basis list of variables that correspond to automatically run a the fields selected in the report through report and export builder. '''Details''' section : you specify the fields for the contentsreport to be exported.The file fields that you select will be exported based displayed right to left in exported report so select the normal field for the last column first. 4. Change the '''Extension''' to '''XLS''' or ''File Export'CSV''' and no option for . 5. Save the '''Custom ExportLayout''' is currently available.<!--54913 - Ability to store report export to specified SmartFolder--><!--67965 - Extend schedule report export 6. Return to custom template-->the '''Report''' list and click the '''Export''' button.
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[[Category:Reports]] [[Category:XML]]
