EXPORTING A REPORT
There are a couple of ways to export a report from Power Reports.
1. Use the 'Export' button once you've generated your report. From here you can select the format in which you'd like your report generated:
2. Export via the Reports menu without actually needing to generate the report. Select 'Export As' from the context menu, then select the format in which you'd like your report generated:
EXPORTING OPTIONS
You can make some customisation's to the appearance that the exported files will take.
From the Export button, go to Export Options to see the available options:
Export Types - deselect any file types that the report should not be exported to. You can set a 'Default Export Type' via the default drop down
Page and Style - this section determines the size of the pages in Excel, PFT and RFT exports.
Page Size — choose the page/paper size. Choices are common named US and ISO paper sizes (e.g. Letter, Legal, Tabloid, A4, etc...) The default value is Letter.
Orientation — choose either Portrait or Landscape page orientation. The default is Portrait.
Fit Content to Page Width — check this box to stretch the contents to the available width of the page. The default value is checked.
Flatten Groups in Excel and CSV — choose how to handle the inclusion of group headers in the exported data for Excel and CSV file outputs. When checked, the groups are "flattened". Groups become columns that repeat for each row of data. When unchecked, the groups remain in their hierarchical positions, and only appear when they change. The default value is checked.
Keep Cell Styling in Excel — choose to either retain or remove styling such as font, and background color when exporting to Excel. The default value is checked.
Other Options: this section is used to determine additional content and behaviour in the output
Include Setup Info — choose to include information about sorts, filters and data objects that are included in the report. Choose from:
No — additional setup information is not included in the output file
Top — additional setup information is included at the beginning of the output, before the report content
Bottom — additional setup information is included at the end of the output, after the report content
'No Data Qualified' Mode — choose what action should be taken if there is no data that qualifies to be included in the output (e.g. a filter excludes all possible rows). The default value is Show Message. Choose from:
Show Message — display a message in a dialog box that no data is qualified for the report. Stop execution and do not return any file.
Show Report — continue with report execution and return a file with the report headers and footers but without any data.
For more information on this please utilise the Power Reports Help Centre which can be accessed here
EXPORTING TO A DIFFERENT FORMAT
If you save a report, it can be exported as PDF, CSV, or Excel. Each format has some advantages and disadvantages.
PDF is closest to the look of the report, and is suitable for printing and emailing. But if there is a large amount of data, you may have too many pages, or too large a file size.
CSV retains only the data, and none of the look of the report. It is best used if you need to process a large amount of data in an accounting or analysis program.
Excel retains the data, visualisation, and optionally, some styling. It is a good hybrid format if you have a lot of data, but you still need it in a visually presentable form.