Downloading and Exporting Online Report Data

Users with access to a report can download the content of a saved online report directly from Accolade. Report creators can also set a report to export to a network location on a scheduled basis. Schedule a report for repeated exports if you save archive information on your network, or to provide access to a report to someone who is not an Accolade user.

To download report configuration and settings for the purpose of exporting reports between Accolade instances, see Importing and Exporting Accolade Online Reports.

To download a saved online report:

1. From the Workspace menu, select My Workspace > Charts & Reports.
2. Click the name of the report you want to view.

identifies reports created using Accolade Office Extensions. To refine the list of reports displayed, select a category from the Category field or use the Search field to search on report names and descriptions. If the Category field is unavailable, all reports are grouped within a single category.

3. Click in the top right corner of the report display page.

Accolade downloads the report contents to spreadsheet file and saves it to a temporary internet files directory, using the report's system name as the file name. Save the file to a more accessible location.

4. If the document is a template, Administrators and Process Designers with the Template Access role can save the file and add it to the Template Library as a process document.

If the document is a deliverable, activity, or gate document, the assigned document owners can save a version of the file to project.

To schedule a report to export to a network location:

1. From the System menu, select Content Sources > Charts & Reports Manager.
2. Do one of the following:

• To create a new report - Click Add New, select Online Report from the drop-down list and create a new report.
• To edit the export settings of an existing report - Click the name of the report on the Charts & Reports Manager page and click in the upper right corner of the title in the displayed report.

3. In the Export Days field and the Export Time field, select the days of the week on which Accolade should export and enter the time the export should take place.

You must select at least one day to schedule the export. The export takes place based on the Accolade server's time, not your local time settings. If the Accolade server is located in a different time zone, ensure you are scheduling the time accurately for the export.

4. Complete the following to identify the export location and report name:

Field	Description
Export File Path	Enter the directory location where the exported file is saved. The Accolade timed task service must have access to the network drive. Work with your system administrators to understand what network shares are available for use.
Filename	Enter the file name for the report. To append a timestamp to the file name, select the Include timestamp check box. Timestamps can be helpful to identify exactly when a report was exported and saved to the network directory.

5. In the File Type field, select whether to download the file as a spreadsheet file, or as a file with a .csv extension which can be opened in other spreadsheet programs.

If you select to download to CSV and have text set in the Report Privacy Warning Text system parameter, the text is not included in the CSV file.

6. Click Save to save the report and the export settings.

Notes:    The Timed Task Service must be enabled and running on the Accolade server for a scheduled export to save successfully. Contact your Accolade system administrator to ensure the service is running. If a scheduled export fails to save, the report creator receives a notification email about the failure. The colors defined in the Excel Header Background Color, Excel Header Font Color, and Excel Header Is Bold system parameters determine the formatting of the header rows within the spreadsheet file.