Exporting a Report to Excel (XLSX)

Last Updated: 07/11/2018 Introduced in Version: 2.0

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.

Example

The goal of this example is to:

  1. Create a report.
  2. Run the report.
  3. Download it in .xlsx format.
  4. 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.

 10_excel-view

 

Additional Resources