Data and Analytics report data may be exported to other popular formats such as Excel and PDF. You may export one or multiple report views. This is dependent upon the number of tabs for the report.
The following topics are covered:
Table of Contents
Export to Excel
To export to Excel:
- Run a report.
- Click on
on 
Export icon. See Figure 1. 
Figure 1: How to Export. Click image to enlarge. - A window will appear for options to Export. See Figure 2.
Figure 2: Export Options. Click image to enlarge. Select Export Document As or Export Current Report As Report or Data.
Info Export Document As Report - this option includes all report reports (tabs) of the current document as separate worksheets.Export Current Report As
Data - this option only includes the active report (tab). unformatted data from the back-end query.
- Select the appropriate Excel format (.xls or .xlsx).
- Choose an radio button option:
- To display data in a format that is similar to the document as it's displayed before exporting, select Prioritize the formatting of the document.
- To display data in text format without merged columns, select Prioritize easy data processing in Excel. See Figure 3.
Figure 3: Export Dialog Box. Click image to enlarge.
A File Download dialog box will display. You may either Open or Save the Excel file. See Figure
24.
Figure 24: File Download Dialog Box. Click image to enlarge.
| Note |
|---|
If you choose Open, Excel will launch and the report data will be displayed with tabs appearing as different worksheets within Excel. If you choose Save, you will be prompted to name and save the file. When exporting to Excel, formulas are not transferred so each cell only contains the displayed value from the document. |
Export as a PDF
To export as a PDF file:
- Run a report.
- Click on
on Export icon (.See Figure 1). Select Export Document As or Export Current Report As A window will appear for options to Export. See Figure 2.
Info Export Document As Report - this option includes all reports (tabs) of the current document with each tab starting on a new page.Export Current Report As as separate worksheets.
Data - this option only includes the active report / tab. unformatted data from the back-end query.
Select PDF.
Info Click the checkbox for Current Report if you only want to export the current report (tab), but not the other reports (tabs). Choosing to export the current report gives you further options to determine which pages you want to export much like MS Word's print features. - Click OK. A File Download dialog box will display similar to Figure 2 4 above.
- You may either
- Open
- Save
...