Modifications Made to Distributed Reports

When reports and dashboards are exported, forwarded, printed, published, or sent at a scheduled time, certain changes are made to ensure that they display correctly.

Reports and dashboards you open outside B2C Service may not display exactly as they do when viewed within the application.

• Drill-down links to other reports, dashboards, or report levels are disabled in distributed reports. See Overview of Report Output Levels for information about drilling down into report levels and Overview of Linked Reports for information about drilling down into other reports or dashboards.

Note: If your report includes multiple output levels, drill down to the information you want to display in the distributed report before you export, forward, or publish it.

• If the report includes the Links column, which contains links to modify the report’s records, the column isn't shown on the report.
• If the report’s width is set to Fit in Window, the report is shown using the Best Fit width setting. See Change Page Options for descriptions of these settings.
• Reports shown in the record layout are by default converted to tabular layout when they're exported or scheduled in an Excel format. This ensures that the report’s data can be easily read in a column and row format. See Display Data Using Record or Tabular Layouts for information about layouts.
• If the report lacks a report header or has a blank header, a header containing the report’s name is added to the report.
• If the width of a report column is set to a percentage of the report’s width, and the report’s width isn't fixed, the column’s width setting is changed to Best Fit. See How You Edit Column Formatting for information about column width settings.
• Forwarded and scheduled reports sent in an HTML format use a relative layout instead of an absolute layout. This ensures maximum compatibility with various browsers, but may impact the display of images or charts in the email.
• Paging is disabled for published reports. See Add Page Breaks.
• The dates and times displayed in scheduled reports are adjusted for the time zone of the interface they're sent from, but aren’t adjusted for staff members’ time zone settings in their staff accounts. See Add or Edit a Staff Account and How You Schedule Reports.
• Externally hosted images displayed in columns aren’t available in scheduled reports. See Display External Images in a Report Column.