Exporting a Crystal Report

Use this procedure to export a Crystal Report (RPT) with refreshed data to a destination and format that you specify. The report's owner or an administrator can export a report.

Note: Users must have view with data refresh rights to export a report with the Data Refresh check box selected.
  1. Open the Tools dashboard and select My Reports. The Reports screen is displayed.
  2. Click the details of the report to export. The Reports screen is displayed.
  3. Select Report Actions > Export.
  4. Specify this information:
    Output Type
    Select RPT.
    Output to
    Select one of the following:
    • Browser to export the report to view in a browser.
    • Historical Instance to export the report to the Historical List.
    Instance Name
    Optionally, this option only displays when you select Historical Instance. Specify a name for your report that displays in the Historical List. This name will display in the Historical List only and will not change the corresponding file name.
    Additional Parameters
    Optionally, specify any additional report parameters.
  5. Click Export.