Tuesday, February 26, 2019

System Update: Ability to Export to Excel

Previously, you had to view the Report Centre reports on screen before you could Export to excel and you were unable to run/view reports from the Report Centre if they had more than 500 columns.

Now, you’ll have the option to export a report to Excel immediately. Viewing a report of this size on screen would impact one45’s performance, therefore, this Export to excel option is available before or after you view the report on screen.

1. Reports > Report Center any report on that page will have this feature, but for this example we’ll use the Form Data Report:




















2.  We will report across multiple forms by choosing select all:



























3.  Then choose Export to excel:















4.  Once you choose Export to excel, you'll see a progress bar while the report runs and downloads:









5.  Once the report is downloaded you'll see the following Success! message and the exported report should be located where your downloaded files are: