Step 6 - Format Report

This page will provide you with instructions on how to format the output file of your report as the sixth step in building a report in Report Builder

Overview

The output format of the report can be generated in different data formats. Report Builder can produce your report in HTML, CSV, with Summary or in Summary format, Custom CSV, Excel, and JSON. Refer to the Alternative Data Formats page for a list and description of the possible data formats available in Report Builder.

Assumptions

Before you follow the instructions below, the following are assumed to be true:

• You have already chosen a base or saved report and is already loaded into the system. If this is not the case, start with Step 1 - Select a Base Report instructions;

• You have already selected the columns (data or information) you want to be included in your report output. If not, refer to the Step 2 - Add and Remove Fields instructions;

• You have already renamed and reordered the fields (if necessary and required) that you want to see in your report output, refer to the Step 3 - Rename and Reorder Fields instructions;

• You have already added filters (as necessary and required) for your intended report output, refer to the Step 4 - Add Filter Clauses instructions; and

• You have already saved your report (as you deemed fit) - Step 5 - Save Report. Note that you can also format your report and produce it without saving it first if you choose to.

Workflow

The instructions below assume that you are continuing the report that you built in Report Builder (in the process of formatting it). If you opt to run the report that you have saved in the Reports menu instead of within Report Builder, refer to the Run a Saved Report Workflow.

1. Choose a Report Output File and Produce the Report. After saving your report, you have the option to go back and review the details you’ve entered in the previous sections of the page, and when you’re ready you can now proceed to format your report and see the output. To produce the report, go to the FORMAT REPORT section of the page.

If you lost the report on your current Report Builder screen, as long as you have saved it already - refer to the Edit a Saved Report workflow to load your saved report.

1. If you are just testing out a small number of columns and would just want to see if the output is right the fastest way, you can use the Print Format HTML option, else you can generate your report in CSV format.

If you want to learn more about the other format options, you can refer to this knowledge article: Alternative Data Formats

Choose a Report Output Format

1. Proceed to the next workflow to produce your report.