Reports FAQ - Define Report Export Actions

Mass Actions for Exports

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.

The actions are organized under three sub-headings in three drop-down lists.

The available options are:

Click Save.

Export Methods

Reports can be exported in two ways.

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

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

Video

Video: Using Export Mass Actions (1.5 min).

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