Exporting Reports
When viewing a report, you may find it useful to export it to a file so that you can use it elsewhere, email it, or share it with a colleague. The export feature lets you save reports in a range of different formats.
Exporting Topics
Exporting Reports
Follow these steps to export a report:
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From an open report click the Export icon in the toolbar
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Select the export settings as required
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Update the export location (if different from the default set)
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Update the file name (if required)
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Select any layouts / views required (report dependant)
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Select any sections (report dependant)
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Choose a section setting Single Workbook, sheet per Section or Workbook per Section, sheet per layout
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Change the file type if required (HTML / XLS / CSV)
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Set Open Afterwards for HTML files
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Click OK
Additional Information
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Exporting to CSV enables totals to be included
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Export to XLS requires Excel to be installed on the machine
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Export to XLS will retain all formulas that provide calculations, enabling simple 'what if' analysis
Export Settings
Follow these steps to configure export settings:
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Click Tools and select Properties
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Set the Export Options as required
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Use Quick Export - when selected the report will be exported directly as set in the Export Format and Path
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Export Format - allows the default format to be set
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HTML File
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XLS File (requires Excel to be installed)
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CSV File
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Export to Desktop - when selected reports will be exported to the PC's desktop
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Path - defaults to C:\Program Files (x86)\zbs\Dimensions\Export but can be changed as required
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Click the X to close the dialog
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Click Save to update changes