Is it possible to set up a document template report to export a list of records to Excel, with records in rows and the determined fields in columns?
Thank you,
gwf
Yes it is possible to export a list of records to Excel. Taking a simple example of the contact attribute, I am explaining the details. Create an app with an object with the contact attribute and enter a few records. Now create a document template(of type xlsx) as shown in the attachment named excel_template.
From the Object definition page
Select Report - Object type - > document template - >Next
Give a report name in the next page and select the excel_template.xlsx file in the 'Define Report Template' section ('Choose File') and Save the report
From the Object definition page click on 'Report' and preview the report you have created above.
The records are displayed as rows and the fields as columns.
In case you wish to apply filters - you can do so, and the excel file contains only the filtered records.
Saras
I have forwarded this to documentation people. thanks for suggesting we will add it for V4.2 timeframe.
Yes it is possible to export a list of records to Excel. Taking a simple example of the contact attribute, I am explaining the details. Create an app with an object with the contact attribute and enter a few records. Now create a document template(of type xlsx) as shown in the attachment named excel_template.
From the Object definition page
Select Report - Object type - > document template - >Next
Give a report name in the next page and select the excel_template.xlsx file in the 'Define Report Template' section ('Choose File') and Save the report
From the Object definition page click on 'Report' and preview the report you have created above.
The records are displayed as rows and the fields as columns.
In case you wish to apply filters - you can do so, and the excel file contains only the filtered records.
Saras
Perfect, thank you very much, Saras!
Any chance this could be added to the documentation? Your explanation is very clear and I could not find anything about this is the user guide.
Greg
I have forwarded this to documentation people. thanks for suggesting we will add it for V4.2 timeframe.
Great, thank you!