Exporting Reports and Dashboards
You can export reports to make them available to external applications, such as Microsoft Excel or if you’d like to generate a hardcopy, you can export them to a file, such as a PDF. The date on the report will be the date and time that the report was generated. Date and time are derived from the Portal Server’s time zone, which was determined when your administrator installed the Portal. Exporting data is limited to the first 20,000 rows. Reports longer than 20,000 rows are truncated when exported. The report output (PDF, HTML, CSV, etc.) displays the message “Data in this report has been truncated.” You can revise default number of rows by modifying the portal.properties file. See
Customizing the Maximum Number of Lines for Exported Reports.
Note: The exporting procedures described in this section should not be confused with exporting a Custom Report definition (created in the SQL Template Designer or Dynamic Template Designer). This information can be found in
Exporting/Importing SQL Templates.
To export report or dashboards
2. Click Actions and select Export with the report/dashboard displayed.
3. In the Export Report/Dashboard dialog box, choose the format. The report type dictates the available export options. Not all export types are available for all report types.
The following lists all potential options:
• CSV(.csv). Exports data to a spreadsheet or a database application such as Microsoft Access.
• Excel (.xls). Similar to the CSV export, this file supports MS Excel-specific features.
• XML (.xml). Accesses the web page components.
Note: XML is not available as an export type for dashboards.
• PDF (.pdf). This read-only file lends itself to easy distribution and printing.
• HTML image. A single image of the report.
• Text. A text file of the report. This selection provides the option to set a delimiter and use quotes in the exported file.
• HTML (.html). Exports this data as a web page, along with supporting files, in a zipped file.
The Export-to-HTML process produces a .zip file with all the necessary files. Extract the files and then click report.html to display the report. Depending on your browser’s settings, the file will be saved to your default location (typically, Desktop), or a dialog box launches and requires that you specify the location for the file.
4. Click Export Now.
5. Open or Save the file.
Note: For portals installed on Linux servers, reports that are emailed or exported as HTML images or PDF files may produce output that includes a black box or that exceeds the size of the landscape. Verify that X Virtual Frame Buffer is installed. This graphical interface ensures that emailed and exported reports (HTML images and PDF files) are rendered correctly.