Configure the Default Report Export Settings

Starting in Strategy One (March 2025), you can configure the default settings for report export for your applications. Applying the most-used settings for Excel and PDF export reduces keystrokes and time for your users, although users can change the settings when they export. It can also ensure that details such as user, timestamp, and filter details are automatically and easily exported, without users having to select the export options each time.

1. Open the Workstation window.

2. In the Navigation pane, click Applications.

3. Create or edit an application.

4. In the left pane, click Export Settings.

5. To configure the Excel export settings:

   1. Select the Configure Export to Excel Settings.

   2. Select whether to Expand All Page-By Fields.

   3. If page-by fields are expanded, use the drop-down list to select to export each Page-By on a Separate Worksheet or All Page-By on One Worksheet.

   4. Select whether to Export Page-By Information. This lists the page-by element above the report grid for that page.

   5. Expand More Settings.

   6. Select whether to Export the Report Title.

   7. Select whether to Export Filter Details.

   8. Select whether to Customize the Header and Footer.

   9. To customize the header, type text into the Header box. As you type text in a box, type a curly bracket { to display dynamic text in the suggestions list, then select the text to include. From the drop-down list, select where to display the header:

      • Display Before Standard Headers (The standard headers include the report title, filter details, and page-by information.)

      • Display After Standard Headers

      • Replace Other Headers

   10. To customize the footer, type text into the Footer box. As you type, type a curly bracket { to display dynamic text in the suggestions list, then select the text to include.

   To view a list of dynamic text, click the information icon next to Customize the Header and Footer.

   

6. To configure the PDF export settings:

   1. Select the Configure Export to PDF Settings.

   2. Select whether to Expand All Page-By Fields.

7. Continue to another element or, if you have completed customizing your application, click Save.

Related Topics

Create an Application