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Article Goal
Learn how to execute a report and generate a specific output format using the Download option in WebReports.
Why Use Download?
The Download option allows users to execute a report and select the desired output format before the report runs.
This is useful when:
- You already know the file format you need.
- You only require a single export format.
- You want to quickly generate a PDF, Excel, or Word document.
- You want to save report results for offline review or distribution.
Download vs Queue
WebReports provides two methods for running reports: Download and Queue.
| Feature | Download | Queue |
|---|---|---|
| Select output format before execution | Yes | No |
| Report executes immediately | Yes | Yes |
| Output stored in Completed Reports | Yes | Yes |
| Preview results before exporting | No | Yes |
| Export to multiple formats without re-running | No | Yes |
| Best for one-time exports | Yes | No |
| Best for reviewing results before exporting | No | Yes |
| Best for exporting the same report multiple times | No | Yes |
When Should I Use Download?
Use Download when you already know the file format you need and only require a single export.
Example: Download a monthly sales report directly as a PDF for distribution.
When Should I Use Queue?
Use Queue when you want to review report results before deciding on an export format or when you may need multiple export formats from the same report execution.
Example: Queue a report, review the results, then export the report as both Excel and PDF without re-running it.
Accessing the Download Option
- Sign in to WebReports.
- Select Reports from the navigation menu.
- Click Available.
- Select the report you want to execute.
- Click Download.
Running a Report with Download
Step 1: Select a Report
Choose the report you would like to execute from the Available Reports page.
Step 2: Click Download
Select Download from the command bar.
If the report contains parameters, a parameter prompt will appear.
Step 3: Select a File Format
Choose the desired output format.
Available formats may vary depending on the report configuration and can include:
- XLSX
- XLS
- DOCX
- CSV
- Other supported formats
Step 4: Enter Parameters
If prompted, enter the required parameter values and click Finish.
Step 5: Wait for Report Processing
WebReports will execute the report and generate the selected output format.
A notification will appear when processing has completed.
Accessing the Completed Report
After the report has been generated, it will be available on the Completed page.
From the Completed page, users can:
- Download the generated file
- Preview report output
- Review execution parameters
- Re-execute the report
- Delete completed reports
For more information, see Working with Completed Reports in WebReports.
Best Practices
- Use Download when only a single export format is required.
- Verify parameter selections before executing the report.
- Review the generated report before distributing it to others.
- Use Queue instead of Download when multiple export formats may be needed.
Article Summary
The Download option allows users to execute a report and select an output format before the report runs. Once processing is complete, the report is stored on the Completed page where it can be downloaded, reviewed, or managed.
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