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    Introduction to CSV Reports
    • 11 Oct 2024
    • 2 Minutes to read
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    Introduction to CSV Reports

    • Updated on 11 Oct 2024
    • 2 Minutes to read
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    Article summary

    General

    CSV Reports are reports that consist of one or more Templates which can be exported to a CSV file.

    Properties

    You can access the properties of a CSV Report in two ways:

    • Launch the Management Service, click Reports in the main menu and then click the edit button for the report you want to edit.
    • Start the Report Designer for the report you want to edit or design and select the report item in the content explorer.

    The following properties are available:

    Name

    		Description
    NameThe name of the report.
    Document TitleAn Expression that evaluates to a string the represents the title to be assigned to report documents created from the report. If you leave this property empty, the Name of the report will be used as the title of report documents created from the report. The document title should be a short description of the report document (e.g. Monthly Report 2020/01 for David Laychak); the document title will for instance be used in the Library of the Hub.
    Template Name(s)An Expression that returns a String or a List of strings representing the names of all Templates to be used when creating a report document from the report. If the report only has one template, you can leave this property empty, because in that case Mail & Deploy will always use that one template to create a report document.
    ConditionAn optional condition Expression; if it returns True or 1 the condition is considered to be fulfilled and a report document will be created. If it returns something other than True or 1 the creation of the report document will be cancelled. If you leave this property empty, the condition is considered to be always fulfilled. The condition expression is evaluated after the preparation Actions of the report have been executed.
    Preparation ActionsA list of Actions that will be executed before the report document creation starts; preparation actions can for instance be used to filter a Datasource.
    Document TagsA list of optional Expressions where each expression returns a String that represents a tag that will be assigned to report documents created from the report. Tags can be searched when filtering report documents in the Hub Library.
    SeparatorThe character to use to separate individual columns of a row in the CSV file.
    EncodingThe character encoding to use when writing the CSV file.
    Enforce RFC 4180When enabled, every value will be made compliant with RFC 4180 (text values will be enclosed in double quotes and double quotes within text values will properly be escaped; numbers will be formatted using a dot as decimal separator).
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