From the Report Output group box, click Dialog Launcher.
The Report Output Definition dialog box displays.
Select File as the destination type in the Destination types list.
Click Configure Folders.
The Report Output Folders Configuration dialog box displays.
In the Folder Alias field, type a name for the Report Output folder.
Click Browse to select a destination folder.
The selected destination path displays in the Folder Path field.
(Optional) In the Folder Description field, type the folder description.
Click New.
The output folder is added to the List of Folders for the Report Output section.
Click Close.
The configured output folders display in the File drop-down list of the Report Output Definition dialog box.
Select the required report format (PDF, XLS, CSV, or XML) in the Report format list.
Select File in the Destination types list.
From the File drop-down list, select the destination folder where you want to save the file.
The File drop-down list displays all the report output folders that you have configured.
Select Enter custom file name to add the file name. The default option is Use report name as file name.
Do one of the following:
Select the Append date/time to file name check box to add the date and time to the file name when saved. NOTE: The Create new/overwrite existing file and Append data options become unavailable when you select the Append date/time to file name check box.
Select the Append data option buttonto append data in the same folder but creating new document with incremental number.
Select Create new/overwrite existing file to create a new file or overwrite the existing file with the same file name.
Click New.
The selected format, destination, and file name are added to the Output Definition list.
Click OK.
Configured Report Output Definitions display in the Report Output group box.
You have selected the required format (PDF, XLS, or CSV) in the Report format list in the Report Output Definition dialog box. (Refer steps 1 to 5 in Configuring Report Output as a File)
You have created recipients in the Recipients Editor tab of the Notification application. See Create Recipient Users or Recipient Devices in Creating and Configuring Recipients.
Select Email in the Destination types list.
Click Select Contacts.
The Email Contacts dialog box displays all the configured contacts. NOTE: If there is a change in the configured email address of a recipient in the Recipients Editor tab of the Notification application, it is automatically reflected in the Report Output group box. However, if the configured email address is deleted or the recipient is deleted in the Recipients Editor tab of the Notification application, the entries for a report definition display in red. For more information, see the Automatic Update of Configured Email Addresses.
Select the required contacts by selecting the check box preceding each contact.
Click OK.
The selected contacts are displayed in the Destination field in the Report Output Definition dialog box. A semicolon (;) separates multiple contacts.
In the Report Output Definition dialog box, do one of the following:
Select All documents in one email.
Select Document(s) per mail and configure the number of documents to be sent. The default option is one document per email.
Select the Enter custom file name option to add the file name. The default is Use report name as file name.
Select the Append date/time to file name check box to add the date and time to the file name when saved.
Click Add.
The selected format, destination, and file name are added to the Output Definition list.
Click OK.
The configured Report Output Definitions display in the Report Output group box.
You have selected the required format (PDF, XLS, or CSV) in the Report format list in the Report Output Definition dialog box. (Refer steps 1 to 5 in Configuring Report Output as a File)
You have configured the server printer for printing reports.
Select PDF in the Report format list. NOTE: The destination type printer is not available for XLS or CSV printing.
Select Printer in the Destination types list.
Select the required printer from Printer drop-down list. If server printer is not configured the Printer drop-down list is empty.
Select the option to print either All or First number of pages. NOTE 1: By default, the first 100 pages are printed. You can edit the default and add the number of pages to be printed. NOTE 2: Content that is printed depends on the sorting you applied on the table.
Click Add.
The selected format and destination are added to the Output Definition list.
Click OK.
The configured Report Output Definitions display in the Report Output group box. When executed, the file is sent to the configured printer for printing.
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