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Exporting Reports

879 bytes added, 16:12, 19 February 2021
Custom Export
'''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.
'''Note===CSV Data Security===When exporting data into a CSV format, files can become vulnerable to [https:''' If //owasp.org/www-community/attacks/CSV_Injection malicious CSV injection attacks]. As a precautionary measure, an additional space will be added at the report has sub reports attached then beginning of any values starting with at signs ( @ ), plus signs ( + ), minus signs ( - ), piping symbols ( | ), or equals signs ( = ). Therefore, when you must set up export a file from Platform3 into a CSV format and later need to import that file into another system, please ensure you trim the Custom Export settings for each additional space in front of the sub report attachedany values.
==Export to XML==
==Export to XML==
If you change the '''File extension''' to '''xml''', then the report will construct an XML document from the report results.
=Custom Export=
* Click the '''The Custom Export''' tab (formerly Advanced Export Settings)settings allows users to configure the information they wish to export from SmartSimple to external applications such as MS Word, MS Excel or Quickbooks.
The '''Custom Export''' window is displayed. [[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 export in Excel==
1. Click the '''Reports''' tab.
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