Use the Report/Export Wizard

Standard reports are available on many of the application's context menus. In addition, the Report/Export Wizard exports data and prints reports using the Data Transformations collection.

To use the Report/Export Wizard:

  1. Open the Tools menu and select Report/Export Wizard... When the Report/Export Wizard opens:

    • If the data transformation is an export file, then the Wizard exports your data in a standard delimited text format, such as CSV or XML.

      1. Select a dataset to export from the list of Data Transformations collection members. Click the Next button.

      2. Some exports may allow you to select items to include in the report. From the Item Explorer's Search or Previous tabs' items list, drag an item to be included in the XML export and drop it onto the Report/Export Wizard panel.

      3. Click on the Finish button. The Save As dialog opens, and you can name the file and select the folder where the table-formatted file is saved. Select one of the file formats from the Save as type: dropdown list, and then click the Save button.

    • If the data transformation is a formatted report, then the Wizard opens a report that can be printed or exported as an Adobe Reader, Microsoft Excel or Microsoft Word file.

      1. Select a report from the list of Data Transformations collection members. Click the Next button.

      2. Some reports may allow you to select items to include in the report. From the Item Explorer's Search or Previous tabs' items list, drag an item to be included in the XML export and drop it onto the Report/Export Wizard panel.

      3. Click on the Finish button. The Save As dialog opens, and you can name the file and select the folder where the table-formatted file is saved. Select one of the file formats from the Save as type: dropdown list, and then click the Save button.

  2. When the data has been processed, the Report/Export Wizard window will close.

Data transformations may be designed to export one or more selected iterations. You can choose the iteration by opening the Iteration(s) dropdown, and marking the appropriate checkbox. If the data transformation is designed to allow more than one revision, multiple checkboxes can be marked.

Report/Export Wizard revision selection

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