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Custom Reports

Navigator > Reports > Custom Reports > Custom Report

Use Custom Reports to print reports you have designed using Report Designer.

Destination

  • Screen, appears on screen.
  • Printer, sends to a pre-selected printer.
  • Disk File, select the file name and format for the file.
  • Excel Worksheet, opens a worksheet in MS Excel and populates the report.
  • Mail Message, an email message will open with the report attached.

New Excel Workbook

Shown if Destination is Excel Worksheet.

Selected, creates a new Excel workbook even if one is already open.

Clear, adds new worksheet to open Excel workbook.

Format

Shown if Destination is Disk File or Mail Message. Select the file type to export to:

  • Adobe PDF - PDF file, viewed using Adobe View Saved Report on the Reports tab or Adobe Reader.
  • CSV File - Fields on a line are separated by commas.
  • Tab Delimited File - Similar to CSV file except the fields are separated by the tab character.
  • Quoted CSV File - CSV file with string fields enclosed by double quote marks (" ").
  • Excel XLSX File - Microsoft Excel XLSX file.

Column Headers

Available when Destination is Disk File and Format is CSV File, Tab Delimited File or Quoted CSV File.

Selected, the first line of the file will contain field header names.

Clear, the file will contain raw data only.

Append to File

Available when Destination is Disk File and Format is Adobe PDF or Excel XLSX File.

Selected, if the File Name is an existing file, the data will be appended to the end of the file.

Clear, if the File Name is an existing file, it will be overwritten.

File Name

Shown if Destination is Disk File. Select or enter the file name to save the report to.

Report File Name

Shown when running Analysis reports. Shows the analysis report file name. Click ActionDesigner Open In Designer to open the report in the analysis report designer.

Buttons

MenuPopup

Options

  • Preferences, you can set report preferences for one-off printing.
  • Customise, make selections to customise the report.
  • Add to Report List, add the report to a Report List or create a list.
  • Add To Navigator, add the report to the Navigator.

Printer Settings (Alt+P)

Opens Print Setup. Select a printer and options, including duplex print settings.

Run (F9)

Run the report.

See Also

Global Tools

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