Scheduling a Report with Smart Export option

The Smart Export option is available for Scheduled Reports using MS Excel, Acrobat PDF, and MS Word formats. Reports are exported into their native formats, so that users can leverage the functionality of their respective tools. See Report Formats for Viewing

The grid information is exported as its equivalent table in Excel, Word and PDF.
The matrix is exported as a Pivot table in Excel and as a table in Word and PDF.
Report charts are exported as a chart in Excel, Word, and as an image in PDF.

Smart Export is enabled by default for scheduled reports in these three formats.

To enable Smart Export for a report:

From the Scheduled Reports page, edit an existing scheduled report, or click Add to start a new scheduled report. See Scheduling Reports.
From the Report Format section, select either MS Excel, Acrobat PDF, or MS Word. The Smart Export checkbox becomes available.
- Checked (default) — The report will be exported as a native file for its supported program.
- Unchecked — The report will be a normal export, with charts exported as images.
Make sure all other information and changes have been made to the report.
Click Save.