How to Export Report Data to a CSV?

Document ID : KB000053709
Last Modified Date : 14/02/2018
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Description:

This technical document outlines the methods to export report data to a CSV.

Solution:

There are two ways to export report data to a CSV:

  1. When logged in as an administrative user that has access to report builder:

    1. Navigate to Administration -> Report Builder -> Data Views.

    2. Select the notepad to export the report data to a CSV.

      Figure 1

  2. To allow end users the ability to export report data directly from the report:

    1. Edit the Data View and select 'Column Rules'.

      Figure 2

    2. Select 'Advanced'.

      Figure 3

    3. Confirm 'View/Modify POST-Action' is selected and paste the following text:

      // export to Excel
      aExcel="<a href='javascript:getCSVData_Excel()' class='t'><img src='images/fileicons/xls.gif' style='border:0'> Export</a>";
      aExcel="<span style='width:400px'></span>"+aExcel;
      document.body.insertAdjacentHTML("afterBegin",aExcel);

      Figure 4

    4. When the report is viewd the 'Export' link is exposed.

      Figure 5

    5. If you receive a javascript error after selecting 'Export' you will need to set the following Internet Explorer browser security setting to either 'Enable' or 'Prompt'.

      Figure 6