User-Defined Report Formats

You can choose the format of user-defined report results. The report format options are available in the Query and Format section of the report at runtime.

The report format options are:

HTML: Displays the report in the standard format in a browser window. You may print a copy of the report from the browser window. (Right-click and select your browser's Print option)
CSV: Formats the report in an exportable CSV format, usually in Microsoft Excel or another software application you have set up for this format. You will be prompted to save the file or open it.
Excel: Downloads the report in Microsoft Excel format. Depending on your browser, it will be downloaded automatically, or you may be prompted to download or save it manually. By default, the system uses the XLSX format (.xlsx extension) for the file name.
PDF: Displays the report as a PDF in a browser window. Depending on your browser, it will be downloaded automatically, or you may be prompted to download or save it manually.
XML: Generates the output in XML format. Depending on your browser, it will be downloaded automatically, or you may be prompted to download or save it manually.

If you want to save the report results in Unifier, select the Save results in Unifier check box in the Report Location section of the report. Selecting this check box will save a copy of the PDF, XML, or CSV report and make it available for retrieval.

Notes:

Scheduled report runs can only be saved and retrieved in PDF, XML, or CSV formats and sent to the report owner or to the owner and other users and groups. These are chosen in the Schedule tab of the Edit Report window.
If you select a report format other than PDF, XML, or CSV, the Save results in Unifier check box will be disabled.
The DE of type Rich Text DE is not available to be added to the User-Defined Reports (Reports > User Defined).

See Also