Reports FAQ - Define Report Export Actions

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

Define up to three export mass actions

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

2. These are listed under three sub-headings in the three drop-down lists:

3. Click Save.

Video

Video: (1.5 min)

How reports can be exported

Reports can be exported in either of two ways.

1. Automatically, when the Display Format is any format other than the standard . 2. Explicitly from within the Report Results window, by clicking one of the links.

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