Exporting Report Data as a CSV File

Exporting Report Data as a CSV File

Comments

  • I would like to have my users be able to download report data as a CSV file. Can I allow them to do this through the portal, or will I need to create a flow and map everything to a CSV?

  • In order to export Report data as a CSV you will need to construct a flow. Simply place a run report step in the flow and then select the report you would like to export. Choose CSV File as the return data option from the run report step. You can then place a File Download End Form step in the workflow, map the output of the run report step into the Zipped File to Download input on the end form. Now when this flow executes, the report will be generated and output as a CSV file and the user will be shown a form that allows them to download that data as a file that is ready to imported to excel.

Sign In or Register to comment.