Exporting a Report to Excel (XLSX)
- Updated on 09 Oct 2013
- 1 minute to read
A report can be exported to PDF or Excel format. To download a report to Excel , while viewing the report, click the Download/Send Report button, select the Excel option and click Print . The report is exported using the current view and can then be downloaded and opened in .xlsx format.
The goal of this example is to:
Create a report.
Run the report.
Download it in .xlsx format.
View the downloaded report in Excel.
To begin, navigate to a Designer Folder , click the Create Report/Page button and select Create Report .
Give the report a name and click OK to open it in the Report Designer .
To begin building the report, add a data source.
Under Data Sources , click Add and navigate to Common > Folder Data Source .
Next, add some columns to the report.
Under Data Fields , click Add and select Entity Name , Folder Type Name , and Nesting Level .
This completes the report. Save and close the report designer.
To export the report data to Excel , first run the report by right-clicking the report and selecting Run Report from the Action menu.
If the report is selected, there will also be a menu to the right with an option to Run Report .
Select the Download/Send Report button to download the report.
In the Download/Send Report dialog, select the Excel option and click Proceed .
Select the Download Exported Report link.
The exported report downloads in .xlsx format.
Locate the downloaded Excel file and open.