Use any of the following export processes to convert your report data into a format that you can post, e-mail, or print as needed for your business purposes. You can also export specific pages of a report, if needed.
Note: If you use Internet Explorer, see Using Internet Explorer with Eclipse Reports below for troubleshooting information.
Eclipse Reports downloads a file that is below the size defined in the Maximum Download Size field on the Admin page. If the setting is set so you can download a partial report, the system downloads the report contents up to the size set in the record.
To export a report to another format from the Reports tab:
From the Reports tab or Report Viewer, select the check box for the report that you want to export as shown here:
From the Export menu, select a format for the report:
PDF - Portable Document Format from Adobe™
Excel - Microsoft™Excel spreadsheet
Important:If your report is larger than Excel can import, the system does not export all rows in your report. You receive a message from Excel when the spreadsheet opens indicating that not all rows were imported. When creating a report, consider the size of the data sheet you may be retrieving. For example, if you want to review sales data or cost data and the information will be more rows than Excel supports, your information and values will not be complete.
CSV - Comma-Separated Values document using Microsoft Excel
IQY - Internet Query File document. Traditionally, this file open in a Microsoft™Excel spreadsheet. The advantage is you can place this file on a user's desktop. Whenever the report runs, this file always retrieves the most recent copy so that the user has the latest information.
Save the report to a location on your computer.
To export a report to another format from the Report Viewer:
From the Report Viewer, click the report name or from the Actions menu, select Edit to display the report that you want to export.
From the report submenu, select a format for the report:
PDF - Portable Document Format from Adobe™
Excel - Microsoft™Excel spreadsheet
Note: If your report is larger than Excel can import, the system does not export all rows in your report. You receive a message from Excel when the spreadsheet opens indicating that not all rows were imported.
CSV - Comma-Separated Values document using Microsoft Excel
On the Export Page Range window, indicate which parts of the report you want to export. The pages referred to correspond with the page range indicator on the top of the report, such as:
In the Orientation field, indicate if you want the report to export Portrait or Landscape.
Save the report to a location on your computer.
If you export numeric fields that are not a numeric values, such as a branch field, you may get an error message from Excel about "numeric value stored as Text." You need to adjust your Excel options to make sure your numeric values display correctly.
To clear the numeric value error:
Display the report in Excel.
From the Tools > Options window, click the Error Checking tab.
Deselect the Enable Background Error check box.
Click OK.
If you are using Internet Explorer (IE) to run Eclipse Reports and want to export files using
If your report is larger than Excel can import, the system does not export all rows on your report. You receive a message from Excel when the spreadsheet opens indicating that not all rows were imported.
See Also: