Exporting a grid report

You can export a grid report to the following formats:

Before you export the report, you can personalize some export options, such as specifying which report details are exported, whether page-by fields are exported, and so on. Steps are below to select export options when exporting a grid report.

Prerequisites

To export a report to Excel, CSV, HTML, PDF, or plain text

  1. You can export a report directly from a folder, or you can export it while viewing it:

  2. Select one of the following export formats:

  3. From the Export drop-down list, select one of the following:

  4. To export the report to an Excel, CSV, or plain text file, perform the following steps:

    1. From the Delimiter drop-down list, select the delimiter you want to use to separate the data from each cell of the report.

    2. You can choose to include or exclude the report's title in the exported file. Do one of the following:

    3. You can choose to include the report's filter details in the exported file. Do one of the following:

    4. You can determine whether or not the column that displays the word "Metrics" is displayed on the exported report. From the Remove extra column drop-down list, select one of the following:

    5. To specify header and footer details to include in the exported report, click Edit Custom Settings next to Export Header and Footer. Type text in the Header and Footer fields, or select auto-text to insert from the Insert Auto-text drop-down list. For detailed steps to edit the header and footer and more information about auto-text, see Specifying the header and footer for a report.

    6. To reformat metric values from numeric to text format, select the Export metric values as text check box.

    7. To reformat row and column headers into text format, select the Export headers as text check box.

    8. To export images as stand-alone images in Excel, select the Embed all images check box. This option is only available for the Excel with formatting option.

    9. If you have installed MicroStrategy Office and would like to use it to update the report data after export, select the Allow MicroStrategy Office to refresh Reports after exporting check box. This option is only available for the Excel with formatting option.

  5. To export the report to an HTML file, perform the following steps:

    1. You can choose to include or exclude the report's title in the exported file. Do one of the following:

    2. You can choose to include the report's filter details in the exported file. Do one of the following:

  6. To export the report to a PDF file, perform the following steps:

    1. In the Scaling area, specify how the content is adjusted to the PDF page. Select one of the following options:

    2. In the Orientation area, select Portrait to export the report in a vertical format. Select Landscape if you want the report to print horizontally.

    3. To specify the page header and footer to be displayed on the report, click Edit Custom Settings next to Page Header and Footer to open the Header/Footer Editor. You can specify the text to place in the left, center, and right portions of the page's header and footer. Type static text, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text. For background information about auto-text, see Specifying the header and footer for a report.

    4. To specify the text to display in the report header, click Edit Custom Settings next to Report Header to open the Report Header Editor. You can type static text in the Header field, or use the Insert Auto-text drop-down list at the top of the page to select and insert auto-text. For background information about auto-text, see Specifying the header and footer for a report.

    5. You can choose to include a cover page for the report. Do one of the following:

    6. To adjust settings such as paper size, margins, and maximum header and footer sizes, click Show Advanced Options.

    7. From the Paper size drop-down list, select the paper size to use to export the report. The default is Letter 8.5" x 11".

    8. Type the margins you want to use in the report in the Margins (Inches) fields. Set the left, right, top, and bottom margins. For reports to print correctly, these margin settings and the margin settings in the browser's File > Page Setup option must match. The default value for each margin is 0.75 inches.

    9. In the Maximum header size (Inches) field, type the size at which the report header can be overwritten. If the header is larger than its maximum size and the report must use the space to display its content, the header is cut off by the report content. If the report does not use the space, the entire header is displayed, regardless of size. The default header size is 5.0 inches.

    10. In the Maximum footer size (Inches) field, type the size at which the report footer can be overwritten. If the footer is larger than its maximum size and the report must use the space to display its content, the footer is cut off by the report content. If the report does not use the space, the entire footer is displayed, regardless of size. The default footer size is 5.0 inches.

    11. To use the fonts chosen by the report or document designer, select the Embed fonts check box.

  7. To save the current prompt answers as the default prompt answers, and automatically use them the next time the report is exported, select the Do not prompt me again check box.

  8. Click Export. The report is exported in the selected format.

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