Instead of waiting for a report to generate and then exporting the results, you can
generate a report and save it to a file location directly.
What you should know
- Only two thirds of the reports support the Generate and save
report command. For those that do, you can obtain an unlimited
number of results when saving in the CSV format.
-
If your report does not
support this command, you can generate and save the report using a manual action.
Procedure
-
Open an existing reporting task, or
create a new one.
-
In the Filters tab, use the query filters to create a
customized search.
NOTE: Some of the filters have a Select all button. This
button does not appear if there are more than 500 entities to select from.
For example, if you have a list of 1500 cardholders. Queries with over 500
entities take longer to generate.
-
Right-click a column heading in the report pane, and click Select
columns (
).
-
Select which columns to include in the saved report, and click Save.
-
(Optional) To configure a custom sort order for the results using multiple
columns as the sorting criteria, right-click a column heading in the report pane
and select Sort by.
-
Click the drop-down arrow next to Generate report and
click Generate and save report.
NOTE: If you do not have the Single user print/export privilege, the
Authorization window opens. From here, a second
user who does have that privilege must enter their credentials to authorize
the export.
-
In the dialog box, set the following options:
- File format
- Select the file format. Only CSV and Excel are supported. With the
Excel format, you are limited to 1 million results if the report
does not contain images, and 10,000 results if it does.
- Destination file
- Select the file name.
- Attached files folder
- (CSV format only) Specify where the attached files, such as
cardholder pictures or license plate images, are saved.
- Orientation
- (PDF format only) Select either Portrait or
Landscape.
-
Click Export.
Results
The report is saved in the location that you specified.