This guide will show you how to change the output format for a report.
Overview
There may be instances where your end users want to download a report in an Excel, PDF or CSV format.
| Note: You will need a Report Designer Licence to make edits to reports - see the related Assigning a Report Designer Licence guide for more details. |
Changing the format of the report
- Go to Reporting > Report Admin > Report Designer and click on the report you wish to change
- Select Edit Settings, and it will take you through the steps for the report designer wizard
- Select Next until you reach the last step: Finish (Step 6)
- Once you are at the final step, change the report type to the output format required and select Save
- The report will still download in Excel format when run from Report Designer, to allow you to make any formatting changes
| Note: To check how your end users see the report, go to Reporting > Reports and run your report. |
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