Exporting a Report to Excel (XLSX)

Overview

The platform has a built-in feature of the Report Viewer that allows a user to download the Report in PDF or Excel format. While viewing the Report, select the Download/Send Report button that will appear as a printer icon. This action offers options for how the Report should be exported. The goal of this example is to run a default Report, download the Report in .xslx format, then view the downloaded Report in Excel.

Example

1. In the Decisions Studio, navigate to System > Designers > Catalog and scroll down in the Catalog folder until the Recent Assignments Report for Assignments Dashboard is located.
2. Right-click the name of the Report and when the action menu appears, select Run Report. When a Report is executed, the Report Viewer component showcases the Report.
3. Select the gear icon in the top-right corner and choose the printer icon, labeled Download/Send Report if hovered over with the cursor. 
4. In the window that appears, keep the Download Distribution Option selected and change the Format to Excel using the drop-down list, then select PROCEED.
5. When the Export View window appears, select the Download Exported Report button, which downloads the Report from Decisions to the target file system location.
6. Locate the exported Report using the PC File Explorer, which will appear as a .xlsx file and will open with a corresponding application.