--- title: "Report Output Handler Flow" slug: "running-post-processing-flow-report-output" tags: ["Report Output Handler Flow", "Report Designer", "Report Output Template", "Reports", "Excel Template"] updated: 2025-06-24T18:33:40Z published: 2025-06-24T18:33:40Z --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt > Use this file to discover all available pages before exploring further. # Report Output Handler Flow ## Overview The **Report Output Handler Flow**is a type of [**Flow Behavior**](https://documentation.decisions.com/v9/docs/about-flow-behaviors)****that is used to pull in, organize, and export **Report Data** as an **Excel**file. This Flow provides similar functionality to a [**Report Output Template**](https://documentation.decisions.com/v9/docs/report-output-template) but allows the ability to structure the file's configuration through use of the **Flow Step Toolbox**. This function proves useful in situations that require further specification for Reports/Excel files that are longer/more complex. The following document demonstrates how to create a **Report Output Handler Flow**that utilizes the **Set Values In Column**step to order **Report Data** for export as an **Excel**file. --- ## Set Values in Columns Properties The example below primarily makes use of the **Set Values in Columns** step to configure the layout of the exported/edited **Excel**file. The chart below provides information on the function of each **Input**made available via the step's **Properties**tab. | Property | Function | | --- | --- | | Column (Starts at 1) | Defines the Column that will populate the Excel file from the Report. | | Fields Start With Equals Are Formulae? | Tells Excel whether it should treat Strings that start with = as a formula or just a regular String. | | File Type | Selects the Type of File that the Report Data will upload onto. | | Input File | Dictates which File is input to the step. | | Row (Starts at 0) | Defines the Row that will populate the excel file from the report. | | Try to Parse Numbers? | Declares whether or not a set of Numbers should be interpreted as a String or a Number. | | New Values | This is where you define the values coming from the Report. Select the Report and choose the data on the Report needed. | | Worksheet Number (Starts at 0) | Defines the Page Number of the Excel file that the data will start on. | --- ## Creating a Report Output Handler Flow 1. In a Project navigate to **Settings > Configuration > Templates > Report Output Handlers**. Then, click the ADD REPORT OUTPUT FLOW button on the **Global Action Bar**, and CREATE a new **Flow**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-02-20_10h50_36.png) 2. From the **Flow Designer**, attach a **Create Data** step from **Toolbox > FAVORITE STEPS**, to the **Start**step. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_14h22_50.png) From the **Properties**of the Create Date step, under **DATA > Data to Create**, click SHOW EDITOR. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/pic3(1).png) 3. In the **Data to Create** window, provide a NAME (ie. "File"), select **File Data**from the TYPE dropdown, then **Constant**map in the desired **Excel**file. Then, **Save**the data and close the window. 4. Back in the **Flow Designer** On the **Done**outcome path, add a **Set Values In Column** step from **Toolbox > DATA > EXCEL & CSV**. From the **Properties**tab of the Set Values In Column step, configure each **Input**as follows: | Input | Configuration | | --- | --- | | Input File | Map in the **Output File** from the **Create Data** step. | | File Type | Set to **Constant**and select **AutoSelect**from the dropdown. | | Worksheet Number | **Constant**map "0" | | Row (Starts at 0) | **Constant**map "1" | | Column (Starts at 1) | **Constant**map "1" | | New Values | **Select From Flow** map **ReportData.AllData.All Field01.All TextValue.** | | Try To Parse Numbers? | **Constant**map as **True**. | | Fields Starting With Equals Are Formulae? | **Constant**map as **True** | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_14h28_10(1).png) 5. Attach an additional **Set Values In Column**step to the previously added step. Then configure it as follows: | Input | Configuration | | --- | --- | | Input File | Map in the **Output File** from the **Create Data** step. | | File Type | Set to **Constant**and select **AutoSelect**from the dropdown. | | Worksheet Number | **Constant**map "0" | | Row (Starts at 0) | **Constant**map "1" | | Column (Starts at 1) | **Constant**map "2" | | New Values | **Select From Flow** map **ReportData.AllData.All Field02.All TextValue.** | | Try To Parse Numbers? | **Constant**map as **True**. | | Fields Starting With Equals Are Formulae? | **Constant**map as **True** | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_14h30_04.png) 6. Add a third and final **Set Values In Column** step and attach it to the previous one; configure it as follows: | Input | Configuration | | --- | --- | | Input File | Map in the **Output File** from the **Create Data** step. | | File Type | Set to **Constant**and select **AutoSelect**from the dropdown. | | Worksheet Number | **Constant**map "0" | | Row (Starts at 0) | **Constant**map "1" | | Column (Starts at 1) | **Constant**map "3" | | New Values | **Select From Flow** map **ReportData.AllData.All Field03.All TextValue.** | | Try To Parse Numbers? | **Constant**map as **True**. | | Fields Starting With Equals Are Formulae? | **Constant**map as **True** | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_14h31_23.png) 7. From **Toolbox > DATA > EXCEL & CSV**, attach an **Update File With Data** step to the **Set Values In Column** and **End**steps. From the **Properties**tab of the newly added step. set **File Type**to **Constant**and select **AutoSelect**from the dropdown. Then, map the **File**to **Input**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_14h32_31.png) 8. From the **Properties**of the **End**step, map the **File**to **Output**. Then, **Save**and close the **Flow Designer**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-24_14h33_16.png) --- ## Exporting a Report With an Output Handler 1. To match the previously created **Report Output Handler** **Flow**, [CREATE](https://documentation.decisions.com/v9/docs/create-reports) a **Report**that contains a single **Data Source**(for example, **Account Data Source**) and three **Data Fields** (for example, **Email Address**, **Created On Date**, **Can Use Portal**). ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/pic9.png) 2. From the **Properties**of the **Report**, under **SETTINGS > Output Handlers**, click ADD. Then, PICK the previously created **Output Handler Flow**. 3. **Save** the **Report**, then click **Run Report**. 4. From the running **Report**, select the **Report Actions** (via the gear icon) and click the **Download/Send Report** button (printer). ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/pic10.png) 5. From the **Download/Send Report** window, under SETTINGS, under Format, select Excel, and under **Output Type**, select the **Report Output Handler**. Then, click PROCEED. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Untitled video - Made with Clipchamp (1).gif) 6. From the **Export View** window, click **Download Exported Report**. 7. Open up the downloaded **Excel**file and verify that the file has been populated with the **Report Data**as formatted by the **Report Output Handler Flow**. --- For further information on Reports, visit the [Decisions Forum](https://community.decisions.com/categories/Reports).