Export Options

In order to use data from an eTapestry report in another program (such as Microsoft Excel) you must export it. You can export any standard, custom, or relationship report.

Note: Some standard exports enable you to use export file formats that differ from those described below.

You can choose to export a report from the report's launch screen or from on-screen report results.

  • From the report launch screen select a report format option other than Display Results on Screen.

  • From the report's on-screen results page, select Export from the export format menu.

When you export data, you select what type of file you want to receive.

  • PDF - Use this format to view data which you do not want to edit or merge into other documents. You cannot edit or modify PDF files that have been generated by eTapestry.

    This format is useful for presenting data for board meetings or peer review. To view the export, you need Adobe® Reader® or a similar program. The first page of the PDF shows your organization name, the report name, column headers, and totals. The headers also appear at the top of all subsequent pages. Each line of the report appears exactly like the onscreen display, with the same selected grouping and total lines as well as alternating background shades used to distinguish lines. At the bottom of each page, the date and time the report was run, the user who ran it, the report name, the query category and name, the total number of records, and the page number appear.

    If the report contains more than 5000 lines the report is divided into multiple, smaller PDF files so that your computer can display the files faster. If your report is split, you will receive a ZIP archive file containing all of the generated PDFs (regardless of whether you select to Archive in Zip File).

    If the report contains many columns, the PDF may be unable to display them. The exact number varies based on the specific columns included in the report. If you export a report and the PDF does not show one or more columns, try using an Excel/.mrg file or HTML option instead of a PDF file. Alternatively, you could run two reports with half the columns per report.

  • Excel or CSV - Use either of these file types to edit data in Microsoft Excel or other spreadsheet software. You can use these files to merge data into letters or mailing labels in Microsoft Word. Additionally, you can use Notepad and Wordpad to edit CSV (comma seperated value) files.

    From your User Preferences page, you can select to use one of these file types as your default export extension. Some users find the .xlsx export extension enables Microsoft Excel software to more easily recognize and open the file. Other users prefer the .csv export extension because it may enable Microsoft Word to more easily recognize the file for merging purposes.

  • HTML - Consider using this option if your report contains too many columns for a PDF, but you still want an easy-to-read format. The report information appears in a separate browser window. To save the HTML to your local computer, click File and then click Save Page As. For Save as Type, select Web Page - Complete. The HTML is saved to your computer and you can use an internet browser to open it.

When you export data, you select to receive a PDF or .xlsx/.csv file, you also choose how you want to receive the file.

  • Download - The report is generated and downloaded from the browser screen. If you navigate away before the download is complete, you will not receive the file and you'll need to regenerate the report. We do not recommend this option for large reports because you would have to wait longer for the report to generate and download.

  • Email - The report is generated. When the report is complete, you receive an email which includes the file as an attachment. While the report is generating, you can navigate to other pages, enter data, or even log out of eTapestry. When you receive the email, open the attached file and save it to your local computer.

    When you select to receive the file by email, you then enter one or more email addresses and a subject for the email. If your accounts primary persona has an email address, you can also select to receive the file by email when you export a report from the report display screen.

    Tip: For faster downloads, we recommend you use the Archive in Zip File option for large reports. This compresses the report and saves it inside a zipped file, to decrease the file size. To open the file, use a program like WinZip to extract the report from the zipped file.

  • Drop Box - The report is generated. When the report is complete, the file is placed in your eTapestry drop box. While the report is generating, you can navigate to other pages, enter data, or even log out of eTapestry. We recommend this option for large reports, especially if your email server does not accept large attachments. Refer to Drop Box.