Reports FAQ - Define Report Export Actions

Reports FAQ - Define Report Export Actions

During a report's setup, the system allows specification of up to three Mass Actions that are triggered automatically when the report is exported.

The actions to be run automatically are selected each time the report is exported.

These actions appear under three sub-headings in three drop-down lists.

Click Save.

Video: Using Export Mass Actions (1.5 min)

Reports can be exported in 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.

Note: Help topics may include features to be released.

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