Exporting a Grid Report

You can export a grid report, directly from a folder or while viewing it, to the following formats:

Excel spreadsheet (.xls) in plain text

Excel spreadsheet (.xls) with formatting

CSV (comma-separated value) format

HTML file

Plain text

PDF file

 

Prerequisites:

To export a report to Excel, Excel 2000 SP3 or higher must be installed on your computer.

To export a report to PDF, Adobe Acrobat Reader version 4 or later must be installed on your computer.

 

Before you export the report, you can personalize some export options, such as specifying which report details are exported, whether page-by fields are exported, and so on. Steps are below to select export options when exporting a grid report.

 

To export a grid report:

Directly from a folder - Right click the report and point to Run as. Alternately, click the Export icon Export icon or PDF icon PDF icon .

While viewing the report - Click the name of a grid report to display it. From the Home tab, click to select Export.

  1. Select one of the following export formats:

Excel with plain text: displays the report using the default settings in Microsoft Excel. The Excel with plain text format does not retain the structure and format of the report as it is displayed on the screen. For large report results, this export option is recommended over Excel with formatting.

Excel with formatting: retains the same formatting, color, and structure that appears on the screen. Microsoft Excel l does not support all colors that browsers do, so some colors may differ after export.  If your report is large, it is recommended that you use the Excel with plain text export option.

CSV file format: exports the report into a comma-separated values (CSV) format as plain text, select  This format is suitable for Microsoft Access and Lotus 1-2-3. The CSV file format does not retain the structure and format of the report as it is displayed on the screen.

HTML: exports the report in HTML file format which retains the structure and format of the report as it is displayed on the screen.

Plain text: exports the report in plain text format which does not retain the structure and format of the report as it is displayed on the screen. You can choose a comma, tab, semicolon, or space to separate the fields of text.

  1. From the Export drop-down list, select one of the following:

    Whole Report - to export the entire report.

    Portion Displayed Only - to export only the portion of the report that is currently displayed.

  1. Select Do not prompt me again to save the current prompt answers as the default prompt answers, and automatically use them the next time the report is exported.

  2. Click Export. The report is exported in the selected format.

     

If exporting to an Excel, CSV, or plain text file:

    1. From the Delimiter drop-down list, select the delimiter you want to use to separate the data from each cell of the report.

    2. You can choose to include or exclude the report's title in the exported file. Do one of the following:

      • To include the report title, select the Export Report Title check box.

      • To export the report without the title, clear the Export Report Title check box.

    3. You can choose to include the report's filter details in the exported file. Do one of the following:

      • To include filter information in the exported report, select the Export filter details check box.

      • To export the report without the filter information, clear the Export filter details check box.

    4. You can determine whether or not the column that displays the word "Metrics" is displayed on the exported report. From the Remove extra column drop-down list, select one of the following:

      • To display the word "Metrics", select No.

      • To hide the word "Metrics", select Yes.

      • To use the setting applied to the report by the report's designer, select Automatic.

    5. To specify header and footer details to include in the exported report, click Edit Custom Settings next to Export Header and Footer. Type text in the Header and Footer fields, or select auto-text to insert from the Insert Auto-text drop-down list. For detailed steps to edit the header and footer and more information about auto-text, see Specifying the header and footer for a report.

    6. To reformat metric values from numeric to text format, select the Export metric values as text check box.

    7. To reformat row and column headers into text format, select the Export headers as text check box.

    8. To export images as stand-alone images in Excel, select the Embed all images check box. This option is only available for the Excel with formatting option.

    If exporting to an HTML file:

    1. You can choose to include or exclude the report's title in the exported file. Do one of the following:

      • To include the report title, select the Export Report Title check box.

      • To export the report without the title, clear the Export Report Title check box.

    2. You can choose to include the report's filter details in the exported file. Do one of the following:

      • To include filter information in the exported report, select the Export filter details check box.

      • To export the report without the filter information, clear the Export filter details check box.

    If exporting to a PDF file:

    1. In the Scaling area, specify how the content is adjusted to the PDF page. Select one of the following options:

      • To specify the font size of text displayed on a report as a percentage of its original size, select the Adjust font to __% of original size option, then type a percentage in the field. The default is 100%.

      • To specify the page dimensions in which to fit the report contents, select the Fit to __ page(s) wide by __ tall option, then type a number in the fields. The default is 1 page wide by 1 page tall.

    2. In the Orientation area, select Portrait to export the report in a vertical format. Select Landscape if you want the report to print horizontally.

    3. To specify the page header and footer to be displayed on the report, click Edit Custom Settings next to Page Header and Footer to open the Header/Footer Editor. You can specify the text to place in the left, center, and right portions of the page's header and footer. Type static text, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text. For background information about auto-text, see Specifying the header and footer for a report.

    4. To specify the text to display in the report header, click Edit Custom Settings next to Report Header to open the Report Header Editor. You can type static text in the Header field, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text. For background information about auto-text, see Specifying the header and footer for a report.

    5. You can choose whether to include a cover page for the report. Do one of the following:

      • To include the cover page, select the Print cover page check box, then select from among these options:

        To export the filter details of a report on a separate page, select the With Filter Details option. The filter details are automatically placed before the contents of the report.
        To export the report's definition details on a separate page, select the With Report Details option. The report details are automatically placed before the contents of the report.
        To specify whether the cover page is placed before or after the report, select Before report or After report.

       

      • To export the report without a cover page, clear the Print cover page check box.

    6. To adjust settings such as paper size, margins, and maximum header and footer sizes, click Show Advanced Options.

    7. From the Paper size drop-down list, select the paper size to use to export the report. The default is Letter 8.5" x 11".

    8. Type the margins you want to use in the report in the Margins (Inches) fields. Set the left, right, top, and bottom margins. For reports to print correctly, these margin settings and the margin settings in the browser's File > Page Setup option must match. The default value for each margin is 0.75 inches.

    9. In the Maximum header size (Inches) field, type the size at which the report header can be overwritten. If the header is larger than its maximum size and the report must use the space to display its content, the header is cut off by the report content. If the report does not use the space, the entire header is displayed, regardless of size. The default header size is 5.0 inches.

    10. In the Maximum footer size (Inches) field, type the size at which the report footer can be overwritten. If the footer is larger than its maximum size and the report must use the space to display its content, the footer is cut off by the report content. If the report does not use the space, the entire footer is displayed, regardless of size. The default footer size is 5.0 inches.

    11. To use the default fonts, select the Embed fonts check box.

    Related topics

    Exporting Overview

    Exporting a graph report

    Exporting a document

 

 

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