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Export Reports

Article ID: 247
Last updated: 09 Jan, 2015

You can export your reports on document and file activity from the Usage and Views tabs of the Reports menu item.

Each of these tabs has a pair of sub-tabs, Report and Export. Once you see the information you want to export in the Report sub-tab, switch to the Export sub-tab to export it.

For XML or Excel, select that option and click Export.

For CSV export, accept the defaults for the options for the exported data, or set your own:

  • Fields terminated by -- The mark that indicates the end of data for the current field; normally a comma.
  • Fields optionally enclosed by -- You can opt to enclose data for each field in quotation marks or another mark. This allows you to include commas in the data even if they are also used as the field terminators.
  • Lines terminated by -- For multi-line entries for a field, the mark that indicates when to start a new line,
  • Include field names row -- Check the checkbox to include the header row in the export.
  • Include total row -- Check the checkbox to include a "totals" row indicating a count of the entries.

When you are satisfied with the settings, click Export.

What happens next depends on your browser and your browser settings. In Internet Explorer and Firefox a message panel appears asking if you want to open the file or save it. Google Chrome automatically saves the file to your download folder and you can click on it there to open it.

If you are using Internet Explorer

  • Click Open if you wish to open the file now
  • Click Save if you wish to save the file. Browse to a suitable directory, then click Save to save the file.

If you are using Firefox

  • Click Open with if you wish to open the file now.
    The Open With options suggest a default program you might wish to open the exported file. For example,the Firefox suggests using Excel (if it is installed) to open both CSV and Excel files. If you wish to change the program to open it in click on the specified file type (e.g. Excel) and choose Other from the list. Browse to find the program you want the report to open in, select it, and OK to return to the message panel
  • Choose Save File if you wish to save the file. This saves the file to your default download directory (specified in Tools > Options in Firefox) and opens the download panel so that you can open it if you wish

If you are using Google Chrome, the export command automatically saves the file to the download directory specified in your Chrome settings.

This functionality works in version 3.5 and above

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Article ID: 247
Last updated: 09 Jan, 2015
Revision: 3
Views: 5895
Comments: 0
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