Exporting a Bookmark Folder

Note: These instructions are for the report viewer.

Once a viewer has added report page bookmarks to a bookmark folder, if the report creator has given permission (go to Viewer Presentation Component for more information) then the viewer can export the folder. Note that to be exported, the folder must contain at least one page.

1. In the My Bookmarks control, select the folder you wish to export.
2. Click the arrow button to open the menu, then select Export .

Note that this button will not be available if the report creator has unchecked the Show Export Button box for the Viewer Presentation component (go to Viewer Presentation Component for more information).

The Export Presentation overlay opens. Note that if your company has licensed the FTP add-on, then Download will be available as an option in Report Properties (go to Export Settings for more information). The layout of the Export Presentation overlay will then depend on the export delivery method selected in the Report Properties.

• If Email is specified, the dialog will be as - here shown below.



Figure 1 - The Export Presentation dialog when Email is specified

• If Download is specified, then the dialog will be as shown below.



Figure 2 - The Export Presentation dialog when Download is specified

• If User Defined is specified, then a Delivery Method item will be available in the overlay, and the user can select which method he/she wishes to use from a drop-down list.
3. Select the format that you wish to export to and make any further selections as necessary.

Note: When exporting a presentation the "Display filter summary on every page" box cannot be deselected as the recipient will need the filter summary information to interpret the data in the presentation (go to Exporting a Report for more information).

4. Select whether you wish to export immediately of schedule for later.
5. On completion, click OK.

The Export Presentation task commences. If Email is specified, the selected presentation is zipped, attached to an email, and sent to the specified email address. If Download is specified, the selected presentation is zipped and saved to the FTP site.

Note: If the Save dialog does not appear, then you need to make a setting in your Internet browser as follows: Go to Tools > Internet Options > Trusted Sites and click the Custom Level button. In the Security Settings - Trusted Sites Zone window, Browse down to the Downloads settings (about 1/3 of the way down the list) and set "Automatic prompting for file downloads" to "Enable". Click OK and OK to save the change.