Export/Report Buttons

Learn to create report in different formats using this button.

Aurea CRM.Web users can export data from Aurea CRM.Web to different file formats. Example - Microsoft Excel or PDF. For more information on XML exports and reports, see XML Exports & Reporting.

The following export/report formats are available (marked Y) in the specified context (list, expand, tree, query, analysis grid):

Format

List

Expand

Tree

Query

Analysis Grid

CSV

Y

Y

N

Y

Y

XML

Y

Y

N

Y

Y

HTML

Y

Y

Y

Y

Y

PDF

Y

Y

Y

Y

Y

Microsoft Excel

Y

N

N

Y

Y

Microsoft Word

Y

Y

N

Y

Y

Note: For Microsoft Excel/Word reports to work, Microsoft Office 2010 or higher is required.
Note: If an Expand view contains combined fields, they are exported as defined in the Edit mode configuration. For further details, see Add Combined Field.
Note: If a list contains an array field (e.g. SIC 1 in FI), all fields from the array are exported. To export only those fields from the array that you actually use, set Deny Access for the undesired fields of the array. For further details, see Access Rights.

The export/report formats available in a certain context depends on the export/report buttons configured in the respective header.

All export/report buttons call the Command action template with Command = Export. Further settings (export options, XSL transformation, plug-in) are specified in the CommandArguments parameter. For further details, see Export/Report Action Definition. Use the maxRows parameter to determine the maximum number of rows actually fetched from the server. For further details, see Export/Report Action Definition.

Each export/report button, except Direct Export All and Direct XslReport All Excel, supports the possibility to export only the selected records from a list:

  • If no record is selected, all currently visible records are exported.
  • If one record is selected, all currently visible records are exported. If the Export.SingleListRecord Web Configuration parameter is checked, only this record is exported. For further details, see Export.SingleListRecord.
  • If more than one record is selected, the selected records are exported.

The Direct Export All and Direct XslReport All Excel buttons export all existing records.

The following buttons are available in UPDATE_DEFAULT:

Name

 

Parameters

Process

Direct Export

Command = Export

Export - XML or CSV

Direct Export All

Command = Export

CommandArguments = {maxRows: -1}

Export (all records) - XML or CSV
Note: The Direct Export and Direct Export All buttons can be used to export records displayed in a list or expand view. The Web Configuration parameter Export.Type defines the export format (CSV (default) or XML). For further details, see Export.Type.
Note: Both buttons are hidden by default.
Note: Direct Export exports data (number of selected or visible records in a list) by requesting it from the server. As this export is carried out server-sided, you can add a call-back function that "prepares" the exported data. This can be necessary if, for example, you want to export data from multiple queries in a form.
Note: Direct Export All exports data (all records of a list) by requesting it from the server. Use call-back functions like for the Direct Export button.

Direct XslReport All Excel

Command = Export

CommandArguments = {maxRows: -1, report:"ExportExcel[EmitXmlNativeFormat=true]"}

MS Excel Report (all records)

Direct XslReport Excel

Command = Export

CommandArguments = {report: "ExportExcel[EmitXmlNativeFormat=true]"}

MS Excel Report
Note: Export.Xml.EmitNativeFormat=true ensures that data types are correctly mapped from Aurea CRM to Microsoft Excel, >> . Numeric fields (long, short, float) are mapped to "Number" in Excel, date fields to "DateTime" and logical fields to "Boolean". All other field types are passed as strings (also time fields, since Excel's XML format does not support time without date).

Direct XslReport HTML/Expand

Command = Export

CommandArguments = {report:"ExportExpandHtml[Target=_blank;ContentDisposition=inline]"}

HTML Report/Expand

Direct XslReport HTML/List

Command = Export

CommandArguments = {report:"ExportListHtml[Target=_blank;ContentDisposition=inline]"}

HTML Report/List

Direct XslReport HTML/Tree

Command = Export

CommandArguments = {report:"ExportTreeHtml[Target=_blank;ContentDisposition=inline]"}

HTML Report/Tree

Direct XslReport PDF/Expand

Command = Export

CommandArguments = {report: "ExportExpandPdf[Export.Xml.FatClientCompatible=true],Format.application/pdf"}

PDF Report/Expand

Direct XslReport PDF/List

Command = Export

CommandArguments = {report:"ExportListPdf,Format.application/pdf"}

PDF Report/List

Direct XslReport PDF/Tree

Command = Export

CommandArguments = {report:"ExportTreePdf,Format.application/pdf"}

PDF Report/Tree
Note: For information on Aurea CRM's PDF reporting plug-in, see the article “How to use the reporting PDF plug-in” at https://support.aurea.com.

Direct XslReport WordML/Expand

Command = Export

CommandArguments = {report:"ExportExpandWordml"}

MS Word Report/Expand

Direct XslReport WordML/List

Command = Export

CommandArguments = {report:"ExportListWordml"}

MS Word Report/List

In addition, you can create buttons (or menu actions) that execute a specific query and create a report from the results without displaying the result rows first. For further details, see QueryReport.