Export Excel Report without Business Reporter

Explanation

This activity is used to save and/or email the generated Excel report without attaching Business Reporter functionality. You can save the Excel report on the local disk, send the excel report to email recipient (MS Office Outlook) or do both.

The Excel report without Business Reporter functionality is exported for two main purposes.

Once the Excel report is exported you can save the executed report with Business Reporter functionality in the Business Reporter export archive and/or in the local disk. This Business Reporter report can be used as the base to import external data from an updated version of the exported Excel report without Business Reporter. The saved reports can also be used for later reference.

Prerequisites

In order to perform this activity:

System Effects

As a result of this activity, the following system effects would take place depending on the method of export selected.

Method System Effect
Save on disk The Excel report without Business Reporter is saved in the specified location.
Save on disk and email The Excel report without Business Reporter is saved in the specified location. In addition, an e-mail composing window will open in MS Outlook and the  Excel report without Business Reporter will be attached to it.
Email An e-mail composing window will open in MS Outlook and the Excel report without Business Reporter will be attached to it.

If you export the Excel report for later import, the Business Reporter report will also be saved in the Business Reporter export archive irrespective of the method, with a default expire date of sixty days.

Related Process Models

Export Report

Related Activity

N/A