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  3. Export a Report

Export a Report

Exporting a report from ItemPath can mean one of two things:

  • You would like to export the table that’s created when you run a report (including the report data).
  • You would like to export the configuration of the report, and not the data inside of the report.

You can do both from the Export tab of the reports interface.

Note: You can also configure Workflows to send report data via email.

Export a report including data

If you would like to export the report as a file, including its data, you have the option to export your report as either a CSV or XLSX file. Start by selecting which file type you’d like to export.

If you plan on exporting a CSV file, you can specify which delimiter you would like to use (commas, semicolons, or pipes). If your report includes information columns that may contain text using commas or semicolons, you should select pipe separators, "|".

Once you’ve selected the file type, use Generate New to create the file. A new entry will appear in the Generated Files section of the Export tab. Once ItemPath has finished generating your file, you can download it using Download File.

After ItemPath creates a file it will be available for 180 days before it is deleted. You can delete the file with Delete File.

Export a report template

A report template is a file that contains configuration information for your report.

If you have a report template, you can use it to import a report into an ItemPath installation. A library of report templates is available for download to help you get started with ItemPath’s reports. The main use case is to move reports between ItemPath instances, so if you have a report as part of your test environment, you can quickly move it to your production environment.

To export a report template, use Download Template. This will launch a pop-up window asking you to confirm that you would like to start the download. ItemPath will automatically generate report templates with the following naming pattern: [your report name]-template.itempath.json.

After you have exported your report templates, you can use them to create new reports with the exact same configuration details by following the steps from Create or Import a Report.

Note: If you attempt to import the same report into the same environment, this will create a new report with an identical configuration, including the name of the report.