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action type - report [2016/09/14 14:19] (current)
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 +====== Generate a Report ======
 +You can run a report when a user clicks a button or when other actions trigger the action to run a report. ​
 +===== Settings =====
  
 +==== Open in Popup ====
 +
 +=== Choose a Report to Run ===
 + You will get a dropdown that allows you to choose "I know which report will run..."​ or "The report is stored on a record."​
 +        * **"I know which report will run..."​** - Use the search field to select your report. ​
 +        * **"The report is stored on a record."​** - Select the field that the holds the report selection.
 +
 +=== Choose Output Type ===
 +There are eight types of outputs available. ​
 +
 +  * **Comma Separated Values** - This will download a text file where fields of each record are separated by a comma (.csv file extension).
 +  * **Excel** - This will download an Excel file compatible with all versions of Excel (.xls file extension).
 +  * **Excel 2007+** This will download an Excel file compatible with newer versions (.xlsx file extension).
 +  * **On Screen Viewable** - This will open the report in a popup. ​
 +  * **PDF - Best For Printing** - You will get a selection field to choose the [[WX Table - Word Templates|template]] for the report.
 +  * **Unmodified Text** - This will download a text file (.txt extension).
 +  * **Word XP/2000** - This will download a Word file compatible with all versions of Microsoft Word (.doc file extension). ​
 +  * **Word 2007** - This will download a Word file compatible with newer versions (.docx file extension).
 +
 +=== Choose popup size ===
 +Select a popup size or choose your own. 
 +
 +=== Describe this action ===
 +Useful as a comment, this description will overwrite the automatically generated description in the [[Action Manager|Action Manager]].
 +
 +==== Save as a File ====
 +=== Choose a Report to Run ===
 + You will get a dropdown that allows you to choose "I know which report will run..."​ or "The report is stored on a record."​
 +        * **"I know which report will run..."​** - Use the search field to select your report. ​
 +        * **"The report is stored on a record."​** - Select the field that the holds the report selection.
 +
 +=== Choose Output Type ===
 +There are eight types of outputs available. ​
 +
 +  * **Comma Separated Value*** - This will download a text file where fields of each record are separated by a comma (.csv file extension).
 +  * **Excel** - This will download an Excel file compatible with all versions of Excel (.xls file extension).
 +  * **Excel 2007+** This will download an Excel file compatible with newer versions (.xlsx file extension).
 +  * **On Screen Viewable** - This will open the report in a popup. ​
 +  * **PDF - Best For Printing** - You will get a selection field to choose the [[WX Table - Word Templates|template]] for the report.
 +  * **Unmodified Text** - This will download a text file (.txt extension).
 +  * **Word XP/2000** - This will download a Word file compatible with all versions of Microsoft Word (.doc file extension). ​
 +  * **Word 2007** - This will download a Word file compatible with newer versions (.docx file extension).
 +
 +=== Describe this action ===
 +Useful as a comment, this description will overwrite the automatically generated description in the Action Manager.
 +
 +=== Location to Store File ===
 +You can choose to store the file within in the application in a [[Field Type - File Attachment|file attachment field]] or remotely using FTP. 
 +== Remote Server, via FTP ==
 +  * **FTP URL** - Build the URL for the FTP server on which you wish to save this file. This can be an IP address (e.g. 255.255.255.0) or text-based domain name (e.g. ftp.myserver.com).
 +  * **FTP Server Username** - Select the field that contains the username for the FTP server or enter it directly.
 +  * **FTP Server Password** - Select the field that contains the password for the FTP server or enter it directly.
 +  * **Folder Path on FTP Server** - Build the path on the FTP server where the file will be stored. ​
 +
 +== WorkXpress, in a file field==
 +  * **Report File Field** - Search for and select the file attachment field in which to save the report file.
 +  * **File Name** - Build the name for the file. 
action type - report.txt ยท Last modified: 2016/09/14 14:19 (external edit)
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