Export Data Action

About the Export Data Action



About the Export Data Action

Use the Export Data action with the data export integration connection. See Exporting Data.

Export Data Action

Multi-select parameters are not supported for this action. Use simple text parameters.

Only a simple table valued report template can be exported. Grouped records are not supported.


Parameter Description
Enter action name A unique name for the action.
Enter action description Optional. A description of what the action does.
Enter category Optional. The category. Select from the drop-down list.
Report Name

The report name. Choose from the drop-down list. See Working with Reports and Report Management.

Check Can Run from Export Data 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.
Report Parameters

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.

Export Format

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.

Field Delimiter

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:

Comma (,)

Colon (:)

Semicolon (;)

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, %%%).


Button Action
Save Commits your settings.
Cancel Exits without saving.