Saving, Exporting, and E-mailing Active Technologies Reports

How to:

You can save an active report from your browser to another location. You can e-mail active reports as an HTML attachment. You can also export data in an active report to HTML, CSV (comma delimited), or XML (Excel) formats. You can export the entire data set or only filtered records. Export does not include the JavaScript that makes interaction possible due to browser security settings, only static data is exported. All data that you see in your report is exported. For example, if you have applied calculations to a column, those calculations appear in the exported data. In addition to exporting data, you may also export charts created in active reports to Microsoft® Excel®, Word®, and PowerPoint®.

Procedure: How to Save an Active Technologies Report

In order to save an active report, ensure that your Temporary Internet Files setting is set to Automatic.

  1. From your browser File menu, use the Save Page As option. For example, in Internet Explorer, select Save As.
  2. In the Save as type drop-down list, select Webpage, HTML only.

Procedure: How to Use Save Changes in an Active Technologies Report

  1. Click the arrow in any column heading, select Save Changes.

    The Prompt dialog box opens.

    To use the Save Changes option, you must enable ActiveX® in your browser security settings.

  2. If a filter is applied to the active report, Filtered Only appears as an additional option in the Save as dialog box.
    Click Filtered Only to save only the filtered result instead of the entire report.
  3. Enter a file name and location (or keep the default) and click Save Report.

    The report is saved with the most recent modifications applied.

    The original report name will not show these modifications.

Procedure: How to Print Active Technologies Report Data

  1. Click the arrow in any column heading and select Print.

    You may print All records or Filtered only.

    • Select All records to open an HTML-formatted page, showing all records, in a new browser window.
    • Select Filtered only to open an HTML-formatted page, showing filtered data, in a new browser window.

      Tip: Click the arrow in any column heading and select Filter to filter data. For more information about filtering, see Filtering and Highlighting Data.

  2. The print dialog menu automatically appears when selecting a print option from active reports.

    The data is sent to the printer.

Procedure: How to Export Data

The Mozilla Firefox® browser and the Safari® browser do not support the Export XML (Excel) feature of HTML active reports.

Using Safari as the Web browser has identical functionality to Mozilla Firefox. A limitation for both Safari and Mozilla Firefox is the unavailability of the export directly to Microsoft Excel function in the HTML active report. The export directly to Microsoft Excel function in HTML active reports requires ActiveX controls, which are supported only when you use Internet Explorer as the Web browser.

The active report menu options Export to HTML and Export to CSV (comma delim) export data in Unicode only. Exporting data in an encoding scheme other than Unicode is not supported. For instance, in the Save HTML Document dialog box in Internet Explorer, you must select Unicode from the Language drop-down list. The requirement that you export data in Unicode applies to all platforms.

  1. Click the arrow in any column heading, select Export, and then click the format.

    Formatting is only preserved for reports that are exported in HTML format. If you export data to HTML and then change the file extension in the Save as dialog box to .xls, when you open the file in Excel, it does retain all formatting.

  2. Select All Records or Filtered only.

    The Save as dialog box opens.

    A new browser window also opens that shows the exported data. This data shows due to browser security features.

  3. Navigate to a location to save the exported file, enter a name, and click Save.
  4. A second window appears in the browser when you export content to XML (Excel). Since exporting content to Excel is done using XML, this second window appears in the browser during the export process, which performs a security check on the data. To prevent this second window from appearing, give the file name an explicit Excel extension (.XLS) in the Save dialog.
    Column titles and field values for ACROSS sort fields are not exported to CSV and XML (Excel) formats.

    Field formats with dollar signs and decimals are not exported to CSV and XML (Excel) formats. They export as plain integers.

Procedure: How to Export Charts to Microsoft Excel, Word, and PowerPoint

When you export charts, the selected application opens and a chart is created in a new worksheet, document, or presentation. You must use Internet Explorer as the default browser in order to successfully export data to a Microsoft Office application.

  1. Ensure that ActiveX controls are enabled in your Web browser security settings.
    1. From your Web Browser, select Internet Options from the Tools menu.
    2. Select the Security Tab.
    3. Click Custom Levels.

      Ensure that ActiveX controls and plug-ins are enabled.

  2. Run your active report and create a chart.
  3. From the chart window, select the Export To option from the first chart icon.
  4. Select Excel, Word, or PowerPoint.

    The chart is exported to the selected application.

The chart opens in the corresponding Microsoft Office application.

The following image is an example of a chart exported to Excel.

The following image is an example of a chart exported to Word.

The following image is an example of a chart exported to PowerPoint.

Procedure: How to E-mail Active Technologies Reports

You must use Internet Explorer as the default browser in order to successfully e-mail active reports.

The Mozilla Firefox browser and the Safari browser do not support the Send as E-mail feature of HTML active reports.

Using Safari as the Web browser has identical functionality to Mozilla Firefox. A limitation for both Safari and Mozilla Firefox is the unavailability of Send as E-mail functions in the HTML active report. Send as E-mail functions in HTML active reports require ActiveX controls, which are supported only when you use Internet Explorer as the Web browser.

  1. Click the arrow in the heading of a column and select Send as E-mail from the menu.

    The Prompt dialog box opens.



  2. If a filter is applied to the active report, Filtered Only appears as an additional option in the Prompt dialog box.
    Click Filtered Only to send only the filtered result instead of the entire report.
  3. Enter a file name and location (or keep the default) and click Save Report to save the active report as a HTML document.

    If Microsoft Outlook® is your default e-mail system, an e-mail is opened with the AHTML report as an attachment.

    If Microsoft Outlook is not your default e-mail system, save the active report as an HTML document and attach the file to your e-mail message.

    Note: When using Internet Explorer 7 and Microsoft Office Outlook 2003 or 2007 on Windows, you may receive the error message Access is denied if you click the attached HTML file to preview the active report before you send it. Once the e-mail is sent, the HTML file will open and the active report will be displayed correctly on the machine of the e-mail recipient.

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