MicroStrategy ONE

Export Reports Dialog

The Export Reports page allows you to specify options to export grids, graphs, and HTML documents. To access this page, see How to Access Project Defaults and User Preferences

When you export a report, you move a copy of the report into some other software, such as Microsoft Excel, Adobe PDF, or a simple text file.

Options denoted with an asterisk (*) are available only to you as the administrator. They do not appear as options in the User Preferences section that is accessible by users.

Fields

Export: From the drop-down list, select either Whole report or Portion displayed only to choose to export either the entire report or only the portion of your report displayed in your browser.

Export grids to:

  • Excel with plain text (default): The report is exported and displayed as a Microsoft Excel spreadsheet, which contains only the text of the grid report. The spreadsheet does not retain the formatting of the report as displayed in MicroStrategy Web.

  • CSV file format: The report is exported as a CSV file. The contents of the grid report are displayed, separated by commas.

  • Excel with formatting: The report is exported and displayed as an Microsoft Excel spreadsheet. The spreadsheet retains the formatting of the report as displayed in MicroStrategy Web, such as colors, fonts, and structure.

  • HTML: The grid is exported to an HTML page.

  • Plain text: The contents of the grid report are exported to plain text, and the Delimiter you specify separates data from each cell of the report.

Export graphs to:

  • Excel with formatting: The graph is opened in the version of Excel you specify in the Excel version drop-down list described below.

  • HTML (default): The graph is exported to an HTML page.

Export HTML documents to:

  • HTML (default): The HTML document maintains its format, color, and structure and features when exported to HTML.

  • Excel without formatting: Only grids are exported in plain text, giving users access to the data within the grid reports. Graph reports within HTML documents are not exported to Excel.

Export Report Title: Determine whether or not the report title is included in the exported report. This checkbox is selected by default.

Export Page-By Information: Determine whether or not the page-by information is included in the exported report. This checkbox is selected by default.

Export filter details: Determine whether or not to export the filter details on any given report. If you choose to export them, they will appear right above the exported report. This checkbox is cleared by default.

Export Header and Footer: Click Edit Custom Settings to specify the header and footer details for exported reports. Enter text in the Header and Footer fields, or select auto-text to insert from the Insert Auto-text drop-down list. Pick one of the radio button options, located below the Header field, to specify the header placement.

Use header and footer when delivering subscriptions: Determine whether or not to include the header and footer specified in the Export Header and Footer options when delivering a subscribed report. Allow one hour for this change to be automatically applied. Otherwise, this setting will be applied after the Intelligence Server is restarted. This checkbox is cleared by default.

Remove extra column: Determine whether or not the column that displays the word "Metrics" appears on the exported report. Select Automatic (default) to apply the report-level setting.

Expand all page-by fields: Determine whether or not to export all combinations of items in the Page-by axis when exporting a report that has one or more items in the Page-by axis. To export only the items currently displayed, clear this checkbox. This checkbox is cleared by default.

Excel options

  • Excel version: Specify which version of Excel is used to export reports and documents. The version you specify determines how version-specific situations, such as European symbol formatting, are handled in Excel. The options are:

    • Excel XP/2003

    • Excel 2007 or newer (default)

  • Export metric values as text: Determine if numeric values should be exported as text or as numbers. If you choose to export metric values as numbers, Excel may automatically format the number. For example, $34.23614 may be rounded to $34.24 in Excel. If you choose to export metric values as text, Excel does not automatically format the numbers. This setting only applies to exports to Excel. This checkbox is cleared by default.

  • Export headers as text: Determine if header values should be exported as text or in their current format, which could be numeric, date, and so on. This setting only applies to exports to Excel. This checkbox is cleared by default.

Excel with formatting options

  • Place each page on a separate sheet: Determine whether or not each page of your report will be placed on its own Excel sheet. This checkbox is cleared by default.

  • Always export graphsas live Excel charts: Determine if reports with graphs are exported as "live" Excel graphs. Users can perform Excel manipulations on live Excel charts, just as they can on any graph in Excel. Clear this checkbox to export graphs as bitmaps. This checkbox is cleared by default. This setting only applies to exports to Excel with formatting.

  • Embed images: Determine whether graphs and images from the report or document are included in the exported Excel spreadsheet as images. If this checkbox is selected, the images and graphs can be accessed offline from the spreadsheet. This checkbox is selected by default.

  • Allow MicroStrategy Office to refresh Reports after exporting: Determine if MicroStrategy Office has the ability to refresh reports and documents after they have been exported to Excel. This checkbox is cleared by default. This setting only applies to exports to Excel with formatting.

    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.

* Maximum number of cells exported to plain text: Set a limit for the number of cells that can be exported from a report to any of the following formats: Excel with plain text, CSV, and plain text. These exports are generated by Intelligence Server. The default maximum number of cells allowed is 100,000.

* Maximum number of cells exported to HTML and Excel with formatting: Set a limit for the number of cells that can be exported from a report to any of the following formats: Excel with formatting and HTML. These exports are generated by the web server. The default maximum number of cells allowed is 10,000.

* Project Header and Footer: Select Edit Custom Settings to specify the text that will appear in the header and footer of the exported Excel spreadsheet. You can type this text or insert fields specific to the report by choosing auto-text from the Insert Auto-text drop-down list at the top of the page. These options include: execution date, report notes, filter details, date, time, report name, and other auto-text.

* Encode CSV for exporting to Excel: Select this option to encode a report that is exported in CSV format so that it is properly displayed in Excel. If this option is selected, the CSV is encoded using the ISO-8859-1 character set. This checkbox is cleared by default. This preference should not be used in non-English environments.

Show options when exporting: Determine if the Export Options page opens each time you export a report. If you clear this checkbox, the Export Options page does not open when you export a report, and the report is exported with the settings you have saved in the Export section of the User Preferences. This checkbox is selected by default.