Exporting an ad hoc report
The v10 application enables you to export ad hoc reports in order to share the reports with third-parties or use their data outside of the v10 application. The export feature is available only if your profile has been granted the appropriate access right. For more information about ad hoc report export permissions, refer to your administrator.
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The concept of "row-level security" is also applied to the export of ad hoc reports. For more information, see Viewing an ad hoc report.
To export an ad hoc report, proceed as follow:
Open the ad hoc report that you want to export (Viewing an Ad Hoc Report).
Click the Export button, located in the bottom-left part of the application window. Keep in mind that, the exported file will reflect any customization applied to the report grid.
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Depending on the configuration of your system, a pop-up window that requires you to enter a password for the exported file might be displayed. In this case:
Enter a password in the Password field. When the field is green, the password is valid.
Confirm the password in the Re-enter Password field. If the entered passwords do not match, an error message is displayed and the field is circled in red. When the field is green, the password matches the one entered in the Password field.
Click Export. The download process is started. When the download is in progress, a download box is displayed in the upper right corner of the application window. You can continue working. Once the file is generated, a download link is displayed in the file download box.
Ad hoc report export box
Click the link to download the report on your computer.
To open the report, enter the password entered in step 3.
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Ad hoc reports created in the Admin Portal interface are not supported in the Web Application.
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The password might have to match requirements (length, character type, etc.) depending on the configuration of your system. For more information, consult with your system administrator.