Reports FAQ - 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.

Define up to three export 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: Using Export Mass Actions (1.5 min)

Export options

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/30878561073431-Reports-FAQ-Define-Report-Export-Actions

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Keywords: Reports FAQ - Define Report Export Actions, Mass Actions, Report export, Display Format, Results Window (Formatted HTML), Export Data