EXPORT

Define Report Export Actions

As part of a report’s setup, you can choose to specify up to three Mass Actions to be triggered automatically when the report is exported.

1. Select the action(s) to be run automatically each time the report is exported. 2. Click Save.

These action(s) are listed under three sub-headings in the three drop-down lists:

Video: Using Export Mass Actions (1.5 min)

Reports can be exported in either of two ways

1. Automatically, when the Display Format is any format other than the standard Results Window (Formatted HTML)

2. Explicitly from within the Report Results window, by clicking one of the Export Data links

Source: https://platform-support.certain.com/hc/en-us/articles/30517657779991-EXPORT

Published:

Keywords: EXPORT, Mass Actions, Results Window (Formatted HTML), Export Data