Note: In each field, a predefined inline text is displayed. If you leave those fields blank, the initial workbook is overwritten or a file is generated in the default path.
On the Save Options tab, select Generate date in file name to add a timestamp as a suffix to the file name after a schedule event is completed.
To select your preferred file formats, select one or more of these check boxes:
Excel workbook(s)
If selected, saves your report as an Excel workbook.
CSV
If selected, saves your report as a CSV file. You can select CSV UTF-8 or CSV encoding types.
Compress
If selected, saves your report as a compressed zip archive.
Note: If you leave the Excel workbook(s), CSV, PDF, and Compress fields blank, the source Excel file is overwritten and a CSV, PDF and ZIP files are generated and saved in the same folder as the source file with the same file name as the Excel file.