You can export a pivot table as a report and run it as part of a workflow in real time
or on a defined schedule. You can also export to an Excel file, for example, and share it with
others.
Required Editions
| Available in: Intelligence Reports and Intelligence Reports Advanced |
| User Permissions Needed |
| To schedule an export: |
Schedule/ Create & Edit |
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In Analytics Builder, select Intelligence Reports.
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On the Pivot Tables tab, select the pivot table.
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Click More Actions and then select the export option.
- Schedule Export — If you want to export to a report with a defined schedule, for
example create a report every Monday at 8 AM, you have two options. When you select an
option, the report format and options change according to the selected format.
- Pivot Table (Excel) — Exports the pivot table to an Excel file as a pivot table
object without including the totals.
- Flat Table — Creates a report in an Excel format.
- Export — If you want to export to a flat file, you have two options:
- Pivot Table (As Is) — Exports the pivot table to an Excel file as is.
- Flat Table — Exports the pivot table to an Excel file as a flat table.
