Click2Export - User Manual
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Selection Mode – This option appears only when you select multiple records from the entity grid and
click on Click2Export button. This has two option Per Record and Combine.
Note:
1. For word template only per record option is available and for report template both the options
i.e. per record and combine are available.
a. If Per Record is selected then the report will be exported per selected record i.e. 1
exported report file per selected record.
b. If Combine is selected then one single report will be exported, combined for all the
selected records.
2. For word/excel template, Report Details will not be available. If you select Report Template type
in Report Template then you will get the Report Details and Report Parameters table in right
side.
Report Details – The Report Details pane provides details of the selected report template.
Report Parameters–The parameter values set by default will be seen here and you can change them run
time as well, so that with those values the report is executed and exported.
File Format – You can choose the type of file format the report should be exported to. The options
currently supported are PDF, MS Excel, MS Word, TIFF, and CSV.
Note:
1. For Report Template type all 5 types of file formats are available to select. I.e. PDF, MS Excel,
MS Word, TIFF, and CSV.
2. For Word Template type user can select only 2 file formats i.e. PDF and Word type.
3. For Excel Template only one file format is available i.e. Excel.
4. If the user wants to set the mostly used file format say PDF then they can define it in
Click2Export Configuration and set that in Default file format.
5. If user have set the Default File Format as Word in Click2Export Configuration and Default File
Format for particular CRM Report Template as PDF, then the default file format populated on
Click2Export window will be set as given in the selected CRM Report Template.
Action Section – This gives the available exporting options.
a. Attach as a note – The exported report file will be attached as a note to the record against which
the export has been executed in the selected file format. This option is not available for excel
template.
b. Attach to a new email – The exported report file will be attached as an attachment to a newly created
email. The email would be created based on the email template specified in the Choose Template
shown in the below window.