Exporting Reports and Statements

After you have configured your report or statement, you can download it in CSV, PDF, or XLSX format. To do this, perform the following steps:

  1. Click Export from your report.
  2. [Optional] Specify a title for your report.
  3. [Optional] Select whether you want to include filters in your downloaded report. Note that only filters that alter the data displayed in your report can be included in your download file.
  4. Specify your file download format. Available options are CSV, PDF, and XLSX.
  5. Specify the report details you want to include in your file download. Available options are:
    1. Data with Filters. This is a complete report.
    2. Data with Period Override. This is a report with data tables, data table titles, and a current period override, if applied.
    3. Data Tables Only. This is a report containing data existing in tables only, and no additional information.
  6. [Optional, XLSX only] Select whether to create a separate worksheet for each table in your report.
  7. [PDF only] Select Portrait or Landscape as the orientation for your downloaded report.
  8. [PDF only] Select whether to scale your report table to fit your selected page orientation. This setting is enabled by default.
  9. [PDF only] Select your paper size. Available options are Letter, A4, and Legal.
  10. [Optional, PDF only] Select whether to add a logo image to your exported file.
  11. [Optional, PDF only] Select whether to add row identifiers to your exported file.
  12. [Optional, PDF only] Select your logo image from the drop-down menu.
  13. [Optional, PDF only] Add a page break to the exported file. The following options are available:
    1. Table page break. This inserts a page break between every table in your report.
    2. Filter page break. This inserts a section that aggregates all the filters applied to your report at the top of your PDF file.
    3. Table and filter page break. This inserts a page break between every table in your report, and inserts a page break between all the filters aggregated at the top of your report.
  14. [Optional, PDF only] Exclude footer from the exported file.
  15. [Optional, PDF only] Wrap text contained in the exported file. This includes values and column headings.
  16. Click Download.

Configuring Board Packs

Configuring a board pack enables you to export your reports together as one single PDF, CSV or XLSX file. Creating a board pack facilitates exporting reports and saves time, avoiding the need to export each report individually.

To create a board pack:

  1. Select the reports you want to include in your board pack.
  2. Click Pack.
  3. Select the report filters that you want to include in your board pack.
  4. Click Next.
Notes:
  • If you configure two or more filters in your board pack with the same filter type, lens, field, and filter logic, their values will be merged to avoid duplication in the parent filter component.
  • Tables and filters are read-only within board packs and cannot be configured.

Adding or Editing Logo Images

You can add a default logo for use in your reports using a custom setting. Any subsequent logos are added or deleted using the standard Salesforce functionality described below.

Note:

Any image selections made using this method are overriden by any default logo image specified in your Financial Report Builder custom setting.

To enable the default Certinia logo for use, see Enabling the Default Report Logo Image.

To add a logo image to replace the default Certinia logo image, perform the following steps:

  1. From the App Launcher, navigate to Files.
  2. Click Upload and select your file. The following image formats are supported: .png, .jpg, and .jpeg.
  3. Click Done.

To overwrite an image file with an updated version, click | Upload New Version.

To delete an image file, click | Delete.

Warning:

The size of your logo image must not exceed 3 MB. Uploaded logo images that exceed this size are not available for selection in the logo picker.

Emailing your Report

If you want, you can email a copy of your report in your specified file format to one or more Salesforce users.

  1. Complete the following email fields:
    1. Recipients. This is a mandatory field.
    2. Subject.
    3. Body.
  2. Click Download. You will receive a confirmation message notifying you that your report has been emailed successfully.
Note: You can only email PDF and XLSX files.

Export Restrictions

When exporting your reports and statements the following restrictions apply.

File Export Restrictions

Format

Restriction
PDF Non-Latin characters are not currently supported in exported reports and statements.

If the number of columns contained in your report exceeds the limit of the page layout, these columns are spread out across multiple pages. This can lead to columns associated with each other for reporting purposes being disassociated in the exported report. To avoid this problem, we recommend you select the Add Row Identifiers to Exported File option. This inserts a row index number for each row of your report.
CSV, XLSX To avoid errors, we recommend you do not try to export unconfigured reports using these file formats.