Define Report Export Actions (Setup)

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

Document ID: https://platform-support.certain.com/hc/en-us/articles/30504890153623-Define-Report-Export-Actions-Setup#split1

Updated: 1 year ago.

As part of a report’s setup, up to three 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 , or they can be explicitly exported from within the Report Results window by clicking one of the links.