Exporting Data Back to Previous

REAS allows you to export the current output to either PDF, Excel (with or without formatting), text, CSV or HTML. There are two options to export as follows:

· Export - this general option allows you to export the output to Excel (with or without formatting), simple text, CSV or HTML. The HTML format exports the output as static data while the other options allow you to manipulate the data once exported.

· PDF - this specific option allows you to export the output to a static PDF file. Although it is a different option from the general Export option, the export parameter page and the processing for this export is similar to the more general Export option.

Once you select the option to export, an Export Parameters page is presented to allow you to specify the parameters for the export and the target format (Note: the PDF export parameter page does not allow you to change the target output format, just the parameters).

Once you click the Export button, your operating system will prompt you with a dialog window to either Open or Save the exported data. If you select the option to Open, it is opened in your Temporary Internet folder using the application associated with the file type for the export. Once you close the application window viewing the output, the data is not saved on your local drive. If you select the option to Save, you must specify the save location and (once saved) will prompt you to Open and view in the application associated with the file type for the export.

Export Options (Non-PDF) Back to Previous

When selecting the general export option to Excel, text, CSV or HTML, the following page is presented to specify the options for the export. This page allows you to specify the portion of the report to be exported, the file type preselected based on the export option you have selected (but may be changed prior to the export) with additional options for so specify how to handle report titles and filter details. When exporting to Excel, you may also specify how to export metric values and headers.

Note: When selecting the Export option from Shared Reports or My Reports, the report must be executed after you specify the export parameters. When selecting the Export option from an entry in your History List, the report output is already generated and the output only needs to be exported.

Note: If selecting the Export option from Shared Reports or My Reports for a prompted report, the report prompt page is presented prior to the export parameters page.

Note: The default selections for this parameter page are defined in the Preferences setup for the Export Reports option. Click here for a list of those preferences.

	Export Specifies what is being exported. You may export the whole report or only the first page.
	File Type Allows you to specify the file format for the exported data. The formats include: Excel with plain text - exports the output to Excel with no report layout formatting (e.g., banding, borders, etc). CSV - exports the output to a text file with the values separated by commas. Excel with formatting - exports the output to Excel with the report layout formatting (e.g., row banding, borders, etc). HTML - exports the output to HTML format. Plain Text - exports the output to a text file and you must specify how the values are separated (e.g., comma, pipe, etc).
	Report Export Options Allows you to specify how the additional non-data portions of the report are exported. These include the following: Report Title - if checked, the report title is exported along with the data. Page By Information - if checked, the page by values are exported along with the data. Filter Details - if checked, the report filter conditions are exported along with the data. Remove Extra Column - when Yes is selected, the "Metrics" column is exported along with the data. This column is not really needed when working with the exported data.
	Expand All Page By Fields If your output includes a Page By setup, this option specifies if all page by combinations are exported or only the current page by selections. When this option is checked, all page by combinations are exported as report subsections. When this option is not checked, only one combination of page by selections are exported as follows: If executing this export directly from a report option or from an entry in your History List, the default page by selections are used if you have not checked this option. If executing this export while viewing the results in the Report Output page, the current page by selections are used if you have not checked this option.
	Page Header and Footer Customize Setting This button will open a dialog for you to specify the text that is placed in the header and footer of each page. The setup includes a left, middle and right header and footer area.
	Excel Options Allows you to specify how select data in the report output are exported as follows: Export Metric Values as Text - if checked, metric values are exported as text rather than a numeric or custom format. If not checked, the metric values are exported with either a Custom format or formatted as a Number. Export Headers as Text - if checked, the headers for the report column and rows are exported as text. If not checked, the headers are exported as General format.
	Print Cover Page When checked, a cover page is included in the exported PDF. There are secondary options to specify the data to include in the cover page (i.e., filter details or report details) and where the cover page is placed within the PDF (i.e., before or after the report).
	Do Not Prompt Me Again When checked, the current setup is saved to your Export Reports preference setup and is used for every general (non-PDF) export going forward. To reset these defaults and reinstate the parameters page when performing a general (non-PDF) export, you must access the Preferences for Export Reports option and check the "Show Options when Exporting" box to reinstate the prompt page.
	Once all of your parameters are defined, the Export button will execute the export of the current output using the settings you have defined. If you are running the PDF export directly from a report option in Shared or My Reports, the report must be executed before the export to PDF. If you are running the PDF export from an entry in your History List, the report is already executed and the output only needs to be exported. The PDF format of your output will be displayed in a new browser page with a Save option to save the PDF to your local drive.

Export to PDF Options Back to Previous

When selecting the option to export to PDF format, the following page is presented to specify the options for the export to PDF. This page allows you to specify the portion of the report to be exported with additional options for so specify how to handle report titles and filter details. When exporting to PDF, you are not allowed to change the target file type from the prompt page as you can with the standard Export option..

Note: When selecting the PDF option from Shared Reports or My Reports, the report must be executed after you specify the export parameters. When selecting the PDF option from an entry in your History List, the report output is already generated and the output only needs to be exported.

Note: If selecting the Export option from Shared Reports or My Reports for a prompted report, the report prompt page is presented prior to the export parameters page.

Note: The default selections for this parameter page are defined in the Preferences setup for the Print Reports (PDF) option. Click here for a list of those preferences.

	Export Specifies what is being exported. You may export the whole report or only the first page.
	Scaling Allows you to specify the scaling for the PDF file. By default the scaling is set to 100%, but you may change that and also specify how the output is to fit on the pages of the PDF. You may specify the output to fit on a specific number of pages across and down.
	Orientation Allows you to specify if the PDF is presented in Portrait or Landscape page view.
	Expand All Page By Fields If your output includes a Page By setup, this option specifies if all page by combinations are exported or only the current page by selections. When this option is checked, all page by combinations are exported as report subsections. When this option is not checked, only one combination of page by selections are exported as follows: If executing this export directly from a report option or from an entry in your History List, the default page by selections are used if you have not checked this option. If executing this export while viewing the results in the Report Output page, the current page by selections are used if you have not checked this option.
	Show Advanced Options This button will show and hide the parameters for the page setup for the PDF. These include the paper size, margins and the area reserved for headers and footers.
	Page Header and Footer Customize Setting This button will open a dialog for you to specify the text that is placed in the header and footer of each page. The setup includes a left, middle and right header and footer area.
	Print Cover Page When checked, a cover page is included in the exported PDF. There are secondary options to specify the data to include in the cover page (i.e., filter details or report details) and where the cover page is placed within the PDF (i.e., before or after the report).
	Do Not Prompt Me Again When checked, the current setup is saved to your PDF Reports preference setup and is used for every PDF export going forward. To reset these defaults and reinstate the parameters page when exporting to PDF, you must access the Preferences for Print Reports (PDF) option and check the "Show Options when Exporting to PDF" box to reinstate the prompt page.
	Once all of your parameters are defined, the Export button will execute the export of the current output using the settings you have defined. If you are running the PDF export directly from a report option in Shared or My Reports, the report must be executed before the export to PDF. If you are running the PDF export from an entry in your History List, the report is already executed and the output only needs to be exported. The PDF format of your output will be displayed in a new browser page with a Save option to save the PDF to your local drive.