Define Report Export Actions (Setup)

Updated: 1 year ago.

As part of a report’s setup, up to three Mass Actions can be automatically triggered at the time the report is exported.

Setup steps

1. Select the action(s) you wish to run automatically each time the report is exported.

2. Click the Submit button.

Export options

Reports can either be exported automatically by setting the Display Format to any format other than the standard Results Window (Formatted HTML), or they can be explicitly exported from within the Report Results window by clicking one of the Export Data links.

Source: https://platform-support.certain.com/hc/en-us/articles/30504890153623-Define-Report-Export-Actions-Setup

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Keywords: Define Report Export Actions (Setup), Mass Actions, Results Window (Formatted HTML), Export Data