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Wiki source code of 05. Importing and Exporting

Last modified by Tom Jardine on 06/11/2025, 14:24
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5 = {{id name="Importing"/}}Importing =
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7 By importing files, such as images, they can be used in reports to customise and brand user output.
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9 To import files, click the **Import** icon at the top of the screen to open the **Saved Reports** window.
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11 Select a destination folder by clicking the relevant checkbox and click **Choose File** to select a file. Click **Import** to complete the process, or **Close** to cancel.
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13 The imported file can now be added to reports using the Embed External Entity Component. Please refer to the [[Report Components>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2e\. Pages.WebHome]] chapter for more information.
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15 = {{id name="Exporting"/}}Exporting =
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17 To export a copy of a report or the results of a query, click the **Export** icon at the top of the screen to open the **Export** window.
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19 Use the **Export As** drop-down list to select the required file type, revealing the relevant **Report Options** and **Document Options**.
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21 When exporting to a database, the database instance must be running on the same server as [[CXAIR>>doc:Technical Documentation.CXAIR.WebHome]]. This functionality is configured by the system administrator.
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23 Please note that, when exporting to PDF, Apple-only fonts and the **Impact** font are not supported.
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25 == Report Options ==
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27 Toggle whether row and column headers are exported with the report using the **Export Headers** option and toggle the display of the query bar contents using the **Export Query** option.
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29 When exporting a query to Excel, enable the **Time Stamp** option to add the export date and time to the bottom of the exported file and enable the **Automatically Size Columns** option to resize columns to fit the contained entries. If this option is disabled, cell contents will be wrapped to account for multiple lines. To export using the original field names as displayed in the source data, enable the **Original Names** option.
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31 Use the **Omitted Fields** and **Masked Fields** drop-down lists to select individual fields to either omit or mask, or use the **All** button to select all fields. Click **None** to clear any selected fields.
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33 If exporting to PDF, use the **Scale** drop-down list to customise how the report will be sized on the output pages. Select a percentage to scale to an exact size, or select **Fit to Page** to scale to the selected **Page Size**.
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35 == Document Options ==
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37 Use the **Pages From** and **To** textboxes to specify a page range and select the required characters using the **Character Set** drop-down list.
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39 Specify the boundary between separate, independent regions in plain text using the **Delimiter** option and enable the **Empty Quotes** option to add quotes to an empty field. Enabling the **Optional Quotes** will add quotes around strings if they contain a space.
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41 To remove the hidden characters prefixed to the start of a CSV, disable the **Byte Order Mark** option.
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43 When exporting a Crosstab with either **Hierarchy** option selected in the **Axes** tab to CSV, the **Ignore Groups and Hierarchies** option will become available. Enable this option to export the report without the hierarchical structure in place.
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45 Use the **Fields** drop-down list, available when exporting a Crosstab to CSV, to reorder and omit fields and totals. Use the **All** button to select all fields and totals or click **None** to clear any selected fields and totals.
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47 When exporting to PDF, the **Page Size** drop-down list allows the selection of an exact output size and the **Orientation** can be changed between **Portrait** and **Landscape** using the relevant radio buttons.
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49 == {{id name="Email"/}}Email Exporting ==
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51 With the relevant mail server configuration settings applied by the system administrator, saved [[Queries>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] and [[Crosstabs>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2c\. Crosstabs.WebHome]] can be emailed in PNG format. For more flexibility concerning the output format, the [[Report Scheduling>>doc:Technical Documentation.CXAIR.User Guide.3\. Report Administration.WebHome||anchor="Scheduling"]] functionality is recommended.
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53 Use the relevant checkbox to select the recipients and the **Email Subject** textbox to control the subject of the generated email. If enabled by the system administrator, use the **Add New Recipient** option to enter external addresses that are not associated with a CXAIR user.
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55 Enable the **Include Signature** to add the configured signature to the email, and enable the **Hide other email addresses from recipients** option to send the emails individually, preventing recipients viewing other recipients.