====== 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.