Export Reports Project Defaults

The project defaults page for exporting to reports allows you to specify options to export grids, graphs, and HTML documents.

When you export a report, you move a copy of the report into some other software, such as Microsoft Excel, Adobe PDF, or a simple text file.

The following project defaults are available under Export Reports:

Export: From the drop-down list, select either Whole report or Portion displayed only to choose to export either the entire report or only the portion of your report displayed in your browser.

Export grids to:

1. Excel with plain text: The report is exported and displayed as a Microsoft Excel spreadsheet, which contains only the text of the grid report. The spreadsheet does not retain the formatting of the report.
  
  CSV file format: The report is exported as a CSV file. The contents of the grid report are displayed, separated by commas.
  
  Excel with formatting: The report is exported and displayed as an Microsoft Excel spreadsheet. The spreadsheet retains the formatting of the report, such as colors, fonts, and structure.
  
  HTML: The grid is exported to an HTML page.
  
  Plain text: The contents of the grid report are exported to plain text, and the Delimiter you specify separates data from each cell of the report.

Export graphs to:

1. Excel with formatting: The graph is opened in the version of Excel you specify in the Excel version drop-down list described below.
  
  HTML: The graph is exported to an HTML page.

Export HTML documents to:

1. HTML: The HTML document maintains its format, color, and structure and features when exported to HTML.
  
  Excel without formatting: Only grids are exported in plain text, giving users access to the data within the grid reports. Graph reports within HTML documents are not exported to Excel.

Export Report Title: Determine whether or not the report title is included in the exported report.

Export Page-By Information: Determine whether or not the page-by information is included in the exported report.

Export filter details: Determine whether or not to export the filter details on any given report. If you choose to export them, they will appear right above the exported report.

Export Header and Footer: Specify the header and footer details to include for exported reports by clicking Edit Custom Settings.

1. Edit Custom Settings: Type text in the Header and Footer fields, or select auto-text to insert from the Insert Auto-text drop-down list. Pick one of the radio button options, located below the Header field, to specify the header placement.
  
  Users can specify the export header and footer in their user preferences, or for an individual report, to overwrite the project default settings.

Use header and footer when delivering subscriptions: Determine whether or not to include the header and footer specified in the Export Header and Footer options when delivering a subscribed report.

Remove extra column: Determine whether or not the column that displays the word "Metrics" is displayed on the exported report.

1. Yes: The Metrics column is displayed.
  
  No: The Metrics column is not displayed.
  
  Automatic: The report-level setting for the feature is applied.

Expand all page-by fields: Determine whether or not to export all combinations of items in the Page-by axis when exporting a report that has one or more items in the Page-by axis. To export only the items currently displayed, clear this check box.

Excel options

1. Excel version: Specify which version of Excel is used to export reports and documents. The version you specify determines how version-specific situations, such as European symbol formatting, are handled in Excel. The options are:
  1. Excel 2000
    
    Excel XP/2003
    
    Excel 2007 or newer versions
  Export metric values as text: Determine if numeric values should be exported as text or as numbers. If you choose to export metric values as numbers, Excel may automatically format the number. For example, $34.23614 may be rounded to $34.24 in Excel. If you choose to export metric values as text, Excel will not automatically format the numbers. This setting only applies to exports to Excel.
  
  Export headers as text: Determine if header values should be exported as text or in their current format, which could be numeric, date, and so on. This setting only applies to exports to Excel.

Excel with formatting options

1. Place each page on a separate sheet: Determine whether or not each page of your report will be placed on its own Excel sheet.
  
  Always export graphs as live Excel charts: Determine if reports with graphs are exported as "live" Excel graphs. Users can perform Excel manipulations on live Excel charts, just as they can on any graph in Excel. Clear this check box to export graphs as bitmaps. This check box is selected by default. This setting only applies to exports to Excel with formatting.
  
  Embed images: Determine whether graphs and images from the report or document are included in the exported Excel spreadsheet as images. If this check box is selected, the images and graphs can be accessed offline from the spreadsheet.
  
  Maximum number of cells exported to plain text: Set a limit for the number of cells that can be exported from a report to any of the following formats: Excel with plain text, CSV, and plain text.
  
  Maximum number of cells exported to HTML and Excel with formatting: Set a limit for the number of cells that can be exported from a report to any of the following formats: Excel with formatting and HTML.
  
  Project Header and Footer: Select Edit Custom Settings to specify the text that will appear in the header and footer of the exported Excel spreadsheet. You can simply type this text or insert fields specific to the report by choosing auto-text from the Insert Auto-text drop-down list at the top of the page. These options include: execution date, report notes, filter details, date, time, report name, and other auto-text.
  1. Select either Replace other headers, Display before standard headers, or Display after standard headers to determine if the header replaces the existing report header in the Excel spreadsheet or is displayed below or above the existing header.
    
    Project Header: Specify a header that appears on every report in the project exported to Excel, HTML, and plain text. For example, if you type Company A in this field, "Company A" appears at the header of every report.
    
    Project Footer: Specify a footer that appears on every report in the project exported to Excel, HTML, and plain text. For example, if you type Confidential in this field, "Confidential" appears at the footer of every report.
  Encode CSV for exporting to Excel: Select this option to encode a report that is exported in CSV format so that it is properly displayed in Excel. If this option is selected, the CSV is encoded using the ISO-8859-1 character set.
2. Important: This preference should not be used in non-English environments.

1. Show options when exporting: Determine if the Export Options page opens each time you export a report. If you clear this check box, the Export Options page does not open when you export a report, and the report is exported with the settings you have saved in the Export section of the User Preferences.

Click Apply to apply the changes.

Note: Clicking Load Default Values will reset all options to their default settings.