Grid extractors
A Grid Extractor functions like the Export to Excel option, but does so on a set schedule and extracts all charts and grids from the View. Follow the procedure below to extract a report.
- On the Documents Tree, right-click Reports and select New Extract.
- Name the new report and
click
OK.
The Extract Report Editor appears.
- In the Views pane, click Edit view list. Select the Views to add to the report.
- In the Content pane, specify export content and export format (similar to the "Export to Excel " option).
- In the Data filtering pane, configure filtering if required. If you select "Filter by," all data based on a translation table will be filtered.
- In the Generation pane, select Enabled to receive the report to email or save it to the specified folder. Set the options as follows.
- In the Email subject pane, select Save to file to save reports to your local drive at C:\temp\InsightData\<project name>. Enter the file name to be used as the email subject, where you may include filters.
- In the Email body pane, enter the text for the message body. You can also add templates from the list, such as report name, report filter, and more.
- Save the report.
Advanced grid extractors
The Advanced Grid Extractor functions exactly like the Grid Extractor, but it offers more options for customization and uses generation and record delivery.