Use the Export Data quick action with the data export integration connection. See Exporting Data.
Export Data Quick Action
Multi-select parameters are not supported for this quick action. Use simple text parameters.
Only a simple table valued report template can be exported. Grouped records are not supported.
|Enter action name||A unique name for the quick action.|
|Enter action description||Optional. A description of what the quick action does.|
|Enter category||Optional. The category. Select from the drop-down list.|
The report name. Choose from the drop-down list. See Working with Reports and Report Management.
Check Can Run from Export Data Quick Action within the report configuration page.
|Can run for multiple records||Includes data from multiple records. We recommend, as a best practice, including a unique field, such as RecID, in the dataset.|
|Connection||The defined connection. Choose from the drop-down list. Administrators create the connections. See About Configuring Data Integration.|
|Schedule||The schedule. Choose from the drop-down list. See About the Schedule Entry and Scheduled Jobs Workspaces.|
The report parameters are automatically generated based on the chosen report. Not all reports contain parameters. In the Source Value field, you can use a field, enter an expression, or enter a specific value. Only non-scheduled reports (run now) can use expressions.
The type of file to export:
CSV (Comma Separated Values): Field values are separated by commas (CSV).
Excel: File can be opened by Microsoft Excel (.xls or .xlsx).
XML: Generic data can be read by other systems.
Appears when you select CSV (Comma Separated Values). The field delimiter (for example, #). Enter a value or choose an option from the drop-down list:
|Record Delimiter||Appears when you select CSV (Comma Separated Values). The record delimiter (for example, % or ###).|
|Qualifier||Appears when you select CSV (Comma Separated Values). The character to use as an escape character (for example, %%%).|
|Save||Commits your settings.|
|Cancel||Exits without saving.|