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

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 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).

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.

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 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 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 · Last modified: 2016/09/14 14:19 (external edit)
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