In this article
Note: The Report Export functionality is a Reportal add-on and is subject to payment. Also, some functionality is available only to those with particular permissions.
Important
Microsoft™ will not support Office 2003™ after 8th April 2014. As from Version 18 it will therefore no longer be possible to produce exports in Office 2003™ format. Go to Report Properties > Export Settings and ensure the export format is set to Office 2007™ or above.
Reportal Designers can export Reportal reports to MS Excel, MS PowerPoint and Adobe PDF. The report that is to be exported is zipped, attached to an email, and sent to the recipients whose addresses are listed in the Email Recipients field.
1. Go to the Report > Export > Export Report menu command to open the General export format options page .
Figure 1 - Choosing the Export Format
2. In "Export format", choose between MS Excel, MS PowerPoint and PDF.
Note: The remaining fields and options in the General page change depending on your selection. Also, if the report is personalized, the Send to End Users option becomes available.
If you select a PDF export: Choose the page orientation (Landscape or Portrait) and the paper size (A3, A4, A5, B4, B5, Legal, Letter or Tabloid). Note that both 32-bit and 64-bit operating systems are supported for PDF export.
If you select MS PowerPoint: Go to the Report > Properties > Report Properties menu command to open the report's Properties page, and select the PPT template that is to be used in PPT exports. PPT templates that are uploaded into Forsta Plus via Home > PowerPoint Templates > ... will be available in the report properties.
3. Type the email addresses of the people who are to receive the report into the Email Recipients field. The current user (you) is the default recipient.
4. If the Override email subject box is checked, you may specify your own email subject. This can be a combination of text and system defined parameters which will substitute information based on the export task context. Toggle the "write/view" icon to write into the field and view the result (go to Export Settings for more information).
5. If the Override file name box is checked, you may specify your own file name for the export. This can be a combination of text and system defined parameters which will substitute information based on the export task context. Toggle the "write/view" icon to write into the field and view the result (go to Export Settings for more information).
6. Type any comments into the Comments field. This text will appear in the body of the email.
7. Check the "Display filter summary on every page" box if required.
Note: When performing an Excel export, check the "Display filter summary on every page" box if you wish to include the filter summary with the export. The box is checked by default for PPT exports, and in this case the filter summary will be presented in the format specified by the PPT template selected for the report (see above).
8. If the project is multilingual, choose the export language from the Language drop-down.
9. In the event you have made changes to the report but have not yet published them, in Report Source choose whether you wish to export the last published version of the report or the design version.
10. If you have the Professional User permission, you can select whether you want to run the task as soon as possible or schedule it to run at a later time. If running later, you can also make it a recurring task.
Note: If you are a Professional user and your company has licensed the FTP and PGP Encryption add-ons, you will also have the ability to export to FTP and perform encryption.
11. When you are ready, click OK.
The Task window opens, the export task is given a Task ID and is added to Forsta Plus batch tasks. The task will be performed as soon as possible, and while it is running the status will be displayed in the Task window .
Figure 2 - The task is in the queue
On completion of the task, an email is sent to the specified email address(es) with the report attached.
Note: If you close the task window before the task is completed, to view the status open Forsta Authoring and go to the Home > Tasks menu command. Here you can search for the batch task using the specified Task ID or any of the other criteria.