Download custom report using button instead of the default one

Chetan

How can I download a custom report using an button on the form, instead of using the default download funtionality.

Manisha_Decisions

Hi Chetan,

You can do this by adding a File Download control on the form and having an Active Form Flow. In that flow, you can use the Run Report step to generate the report dynamically and output it as a file (PDF, Excel, etc.). Then, you can pass that file to a File Download control, using a set Control Value step which will prompt the user to download the report directly.

For reference, you can check the documentation here.

https://documentation.decisions.com/docs/using-reports-flow-steps

https://documentation.decisions.com/docs/form-control-glossary#:~:text=Yes-,File%20Download/Upload,-Allows%20users%20to

Hope this helps!

Chetan

Hi Manisha,

Thanks for your solution. My exact scenario is as follows:

I have made a page which has a tab container - with 4 different tabs to view different reports in each tab. Now, instead of using the default download functionality I want to add a button (Export) to download any report. Is this possible? Attached SS for reference.

Manisha_Decisions

Hey Chetan,

Yes, that’s definitely possible. You can follow the steps I shared above to achieve the functionality. Let me know if you’d like a sample demo—I’ll be happy to walk you through it.

Thanks,

Manisha