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Exporting Reports

253 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.
 
===CSV Data Security===
When exporting data into a CSV format, files can become vulnerable to [https://owasp.org/www-community/attacks/CSV_Injection malicious CSV injection attacks]. As a precautionary measure, an additional space will be added at the beginning of any values starting with at signs ( @ ), plus signs ( + ), minus signs ( - ), piping symbols ( | ), or equals signs ( = ). Therefore, when you export a file from Platform3 into a CSV format and later need to import that file into another system, please ensure you trim the additional space in front of any values.
==Export to XML==
** '''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==
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