Export events report

 

This functionality is used to export, either manually or via a URL, an events report from VISUAL PLANNING to an external destination, which can be:

  • A CSV file format,
  • A worksheet (or a tab) in an Excel file.

PREREQUISITES

 

Before exporting an events report, you must first create and display an events report.

Configuration

 

The configuration for the export of an events report cannot be saved. This configuration must be re-defined each time.

Note

For a URL call, the predefined export format is Excel (*.xlsx).

USE

 

Triggering an export event report

 

To export an events report, click on the Events report view to be exported, then go to the Schedule menu > Export pane > Export events report.

The following window opens:

export_report_destination

Define the export parameters then click on Ok to start exporting the events report.

 

Case with *.CSV files

The files supported are of the type *.CSV.

You must define the following parameters:

  • The Separator for values in the destination file, which can be:

    • Semicolon,

    • Full stop,

    • Space,

    • Comma,

    • Tab,

    • or Vertical Bar.

  • The Encoding of the exported file, which can be:

    • Default (System encoding),
    • UTF8,
    • Windows-1252 (Windows).
  • The Path to the destination file. If the file does not exist, it will be created during the export.

Case with Excel files

The files supported are of the type *.XLS or *.XLSX.

You must define the following parameters:

  • The Path to the destination file. If the file does not exist, it will be created during the export.

  • The destination worksheet in the file. If the worksheet does not exist, it will be created during the export.

 

Export report

Once the export has finished, the Export report window will appear to display a summary of the operation.

 

Export correct

Once the export has been completed, the following message appears:

_export_report_finished

Pre-existing data

During the export, if the data is already found within the file, the following message appears:

export_report_existing_data

You must choose whether to:

  • Overwrite the existing data by clicking on Yes,
  • or Modify the export parameters by clicking on No.

 

Export incorrect

If the export parameters do not permit the export to take place, a message will be displayed, inviting you to check the export parameters.

You should then attempt to restart the export with the correct parameters until an Export Correct message appears. (See above).

 

Triggering an events report export using a URL

It is possible to trigger the export of an events report using a URL generated during the configuration of the events report itself.

To export the events report, copy the URL from the configuration window of the events report by right-clicking on the name of the report > Display export URL.

The following window appears:

export_report_url

Copy and paste this URL into a browser and run the browser page to execute the request.

 

Without initial authentication

The following window opens.

vp7_en_export_rapport_evenements_url_1

Select your destination folder and click on OK to export.

 

With authentication

The following window opens.

export_report_authentication

Enter the user name and password completed in the configuration of the events report and click on OK to confirm.

The following window opens.

vp7_en_export_rapport_evenements_url_1

Select your destination folder and click on OK to export.

Print Friendly, PDF & Email
1 Etoile2 Etoiles3 Etoiles4 Etoiles5 Etoiles (2 votes, average : 5.00 on 5)
Loading...
Consulting training

Need training?

Use our consulting services!