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| − | A major feature of SmartSimple [[reports]] is that report results can be easily exported to Microsoft Excel. <br />
| + | #REDIRECT [[Exporting Reports]] |
| − | [[Image:FileExportTab2018.png|link=]]<br />
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| − | Once your report has been configured, take the following steps to enable exporting to Excel:
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| − | # [[Uploading a File – Step by Step|Upload an Excel file]] which you wish to use as a template for report results to a SmartFolder.
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| − | # Go to the [[Edit Report page]].
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| − | # Click on the "File Export" tab.
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| − | # Change the "Export Format" option to the file format into you wish to export your report.
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| − | # Use the "Lookup" button to choose the SmartFolder to which you have uploaded your Excel template. | |
| − | # Click the "Save" button.
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| − | * The "Export File Name" setting can be used to set a filename that is applied when the report is exported. If left empty then the default name for exported file is "Book".
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| − | * The "Data Position" setting determines the starting position of your list view results (the "data").
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| − | * The "Meta Data Position" setting determines the starting position of the report criteria (the "metadata"). If your report does not utilize [[criteria]], the Meta Data will be blank.
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| − | * 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.
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| − | Note: The syntax for both the "Data Position" and "Meta Data Position" fields is ''worksheet'';''column'';''row''
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| − | The numbering begins at zero, so the first worksheet, first column or first row would be referenced with a 0, as opposed to 1.
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| − | Therefore, if you wanted either the list view results or the metadata to be placed in the
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| − | third worksheet of your Excel file, starting in cell B4, you would enter ''2;1;3''
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| − | The syntax for the first worksheet, cell A1 would be ''0;0;0''
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| − | ==See Also==
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| − | * [[Exporting Reports]]
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| − | * [[Edit Report page]]
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| − | * [[Exporting List View Results to Microsoft Excel]]
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| − | [[Category:Reports]]
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