Export a client report

Use this web client operation to export a client report to HTML or comma separated variable (CSV) format.

After a client report is saved, you can export it to HTML or comma separated variable (CSV) format for printing or inclusion in a third-party tool, for example, a spreadsheet.

To export a client report:

  1. Click a report name in the web client navigation pane. This will run the report and display it in the web client content pane; however, if the report was created to prompt for a run-time value or relationship, you need to specify that first before the report will actually run. See Drill down into a client report.

  2. The way in which the client report is displayed depends on whether it is a listing report or a graphical report.

The HTML and CSV buttons are located at the top right of the content pane. A similar arrangement applies to listing reports displayed as a result of drilling down into graphical reports. See Drill down into a client report.

The following image demonstrates an example of a listing report:

listing_report.gif

  • Click the Item_bar_chart_drilldown_html.gif button to create an HTML page suitable for printing from your browser.

    The following image demonstrates an example of a listing report HTML export:

    listing_report_html.gif

  • Click the item_bar_chart_drilldown_csv.gif button to create a CSV page suitable for copying and pasting from your browser.

    The following image demonstrates an example of a listing report CSV export:

    listing_report_csv.gif

  • Click the email_url_button.gif button to send an email containing the URL for the report. In the dialog box that opens, click the link beneath the URL to compose the email.

    The following image demonstrates an example of the dialog box:

    email_url_db.gif

    The following image demonstrates an example of a distribution table report:

    export_html_button.gif dist_table.gif

  • Click the  button to create an HTML page suitable for printing from your browser.

    The following image demonstrates an example of a distribution table report HTML export:

    dist_table_html.gif

  • Click the export_csv_button.gif button to create a CSV page suitable for copying and pasting from your browser.

    The following image demonstrates an example of a distribution table report CSV export:

    dist_table_csv.gif

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