How to Export a Grid Report

You can export a grid report to the following formats:

Excel spreadsheet (.xls) in plain text
Excel spreadsheet (.xls) with formatting
CSV (comma-separated value) format
HTML file
Plain text
PDF file: You can view the PDF on any device with a PDF reader, such as another computer, a Linux machine, a Nook, or a Kindle.

Before you export the report, you can personalize some export options, such as specifying which report details are exported, whether page-by fields are exported, and so on. Steps are below to select export options when exporting a grid report.

To export a report to Excel, CSV, HTML, PDF, or plain text

You can export a report directly from a folder, or you can export it while viewing it:
- To export a report directly from a folder, right-click the report and point to Run as. If DHTML is disabled, click the Export icon or PDF icon .
- To export a report while viewing it, click the name of a grid report to display it. From the Home menu, point to Export.
Select one of the following export formats:
- To export the report to an Adobe PDF file, select PDF.
- To export the report to Microsoft Excel as plain text, select Excel with plain text. The content of the report is displayed using the default settings in Microsoft Excel. The Excel with plain text format does not retain the structure and format of the report as it is displayed in MicroStrategy Web. For large report results, this export option is recommended over Excel with formatting.
- To export the report to Microsoft Excel with the same formatting, color, and structure that appears in MicroStrategy Web, select Excel with formatting. Microsoft Excel does not support all colors that browsers do, so some colors may differ after export. If your report is large, it is recommended that you use the Excel with plain text export option.
- To export the report into a comma-separated values (CSV) format as plain text, select CSV file format. This format is suitable for Microsoft Access and Lotus 1-2-3. The CSV file format does not retain the structure and format of the report as it is displayed in MicroStrategy Web.
- To export the report to an HTML page, select HTML. The HTML file format retains the structure and format of the report as it is displayed in MicroStrategy Web.
- To export the content of the report to a plain text page, select Plain text. The plain text format does not retain the structure and format of the report as it is displayed in MicroStrategy Web. You can choose a comma, tab, semicolon, or space to separate the fields of text.
From the Export drop-down, select one of the following:
- To export the entire report, select Whole Report.
- To export only the portion of the report that is currently displayed, select Portion Displayed Only.
To export the report to an Excel, CSV, or plain text file, perform the following steps:
1. From the Delimiter drop-down, select the delimiter you want to use to separate the data from each cell of the report.
2. You can choose to include or exclude the report's title in the exported file. Do one of the following:
  - To include the report title, select the Export Report Title checkbox.
  - To export the report without the title, clear the Export Report Title checkbox.
3. You can choose to include the report's filter details in the exported file. Do one of the following:
  - To include filter information in the exported report, select the Export filter details checkbox.
  - To export the report without the filter information, clear the Export filter details checkbox.
4. You can determine whether the column that displays the word "Metrics" is displayed on the exported report. From the Remove extra column drop-down, select one of the following:
  - To display the word "Metrics", select No.
  - To hide the word "Metrics", select Yes.
  - To use the setting applied to the report by the report's designer, select Automatic.
5. To specify header and footer details to include in the exported report, click Edit Custom Settings next to Export Header and Footer. Type text in the Header and Footer fields, or select auto-text to insert from the Insert Auto-text drop-down. For detailed steps to edit the header and footer and more information about auto-text, see How to Specify the Header and Footer for a Report.
6. To reformat metric values from numeric to text format, select the Export metric values as text checkbox.
7. To reformat row and column headers into text format, select the Export headers as text checkbox.
8. To export images as stand-alone images in Excel, select the Embed all images checkbox. This option is only available for the Excel with formatting option.
9. If you have installed MicroStrategy Office and would like to use it to update the report data after export, select the Allow MicroStrategy Office to refresh Reports after exporting checkbox. This option is only available for the Excel with formatting option.
  
  This information applies to the legacy MicroStrategy Office add-in, the add‑in for Microsoft Office applications which is no longer actively developed.
  
  It was substituted with a new add‑in, MicroStrategy for Office, which supports Office 365 applications. The initial version does not yet have all the functionalities of the previous add‑in.
  
  If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web.;
  
  For more information, see the MicroStrategy for Office page in the Readme and the MicroStrategy for Office Help.
To export the report to an HTML file, perform the following steps:
1. You can choose to include or exclude the report's title in the exported file. Do one of the following:
  - To include the report title, select the Export Report Title checkbox.
  - To export the report without the title, clear the Export Report Title checkbox.
2. You can choose to include the report's filter details in the exported file. Do one of the following:
  - To include filter information in the exported report, select the Export filter details checkbox.
  - To export the report without the filter information, clear the Export filter details checkbox.
To export the report to a PDF file, perform the following steps:
1. In the Scaling area, specify how the content is adjusted to the PDF page. Select one of the following options:
  - To specify the font size of text displayed on a report as a percentage of its original size, select the Adjust font to __% of original size option, then type a percentage in the field. The default is 100%.
  - To specify the page dimensions in which to fit the report contents, select the Fit to __ page(s) wide by __ tall option, then type a number in the fields. The default is 1 page wide by 1 page tall.
2. In the Orientation area, select Portrait to export the report in a vertical format. Select Landscape if you want the report to print horizontally.
3. To specify the page header and footer to be displayed on the report, click Edit Custom Settings next to Page Header and Footer to open the Header/Footer Editor. You can specify the text to place in the left, center, and right portions of the page's header and footer. Type static text, or use the Insert Auto-text drop-down at the top of the page to select and insert auto-text. For background information about auto-text, see How to Specify the Header and Footer for a Report.
4. To specify the text to display in the report header, click Edit Custom Settings next to Report Header to open the Report Header Editor. You can type static text in the Header field, or use the Insert Auto-text drop-down at the top of the page to select and insert auto-text. For background information about auto-text, see How to Specify the Header and Footer for a Report.
5. You can choose to include a cover page for the report. Do one of the following:
  - To include the cover page, select the Print cover page checkbox, then perform the following steps:
    1. You can also determine which details appear on the cover page. Do one of the following:
    2. To specify whether the cover page is placed before or after the report, select Before report or After report.
  - To export the report without a cover page, clear the Print cover page checkbox.
6. To adjust settings such as paper size, margins, and maximum header and footer sizes, click Show Advanced Options.
7. From the Paper size drop-down, select the paper size to use to export the report. The default is Letter 8.5" x 11".
8. Type the margins you want to use in the report in theMargins (Inches) fields. Set the left, right, top, and bottom margins. For reports to print correctly, these margin settings and the margin settings in the browser's File > Page Setup option must match. The default value for each margin is 0.75 inches.
9. In the Maximum header size (Inches) field, type the size at which the report header can be overwritten. If the header is larger than its maximum size and the report must use the space to display its content, the header is cut off by the report content. If the report does not use the space, the entire header is displayed, regardless of size. The default header size is 5.0 inches.
10. In the Maximum footer size (Inches) field, type the size at which the report footer can be overwritten. If the footer is larger than its maximum size and the report must use the space to display its content, the footer is cut off by the report content. If the report does not use the space, the entire footer is displayed, regardless of size. The default footer size is 5.0 inches.
11. To use the fonts chosen by the report or document designer, select the Embed fonts checkbox.
To save the current prompt answers as the default prompt answers, and automatically use them the next time the report is exported, select the Do not prompt me again checkbox.
Click Export. The report is exported in the selected format.

How to Export a Grid Report

To export a report to Excel, CSV, HTML, PDF, or plain text

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