Exporting Reports with Export Methods in Empower - Tip224

OBJECTIVE or GOAL

Tip #224: Exporting Reports with Export Methods in Empower

In this week’s tip, we continue our series on working with Export Methods and will learn how to export a report. It is convenient to be able to email reports to colleagues and customers who do not have Empower. This process can be automated using an Export Method.

ENVIRONMENT

• Empower
   

PROCEDURE

STEP 1
On the ‘Report’ tab of the Export Method, enter the ‘root name’, select the ‘exported file format’, and either enter the ‘email addresses’ to send the report or select ‘Load From Field’ to obtain the email addresses in Empower (please refer to Tip #219 for more detail on this option). Optionally, you can define a path to which the file will be exported (figure 1).

STEP 2
Right click on a result and select ‘Export’ (figure 2).

STEP 3
When the ‘Background Processing and Reporting’ dialogue box opens, select the ‘export method’, and click ‘OK’ (figure 3).
 

STEP 4
The recipient receives an email with the attached report (figure 4).

STEP 5
The recipient can open the report without Empower (figure 5).

It’s that easy!

Final Note: You can use either the Pro or QuickStart interface for this tip.

ADDITIONAL INFORMATION