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Create a calculated export report

The standard HTML and PDF reports provide a visually appealing analysis of the data, but sometimes additional analysis outside of Blue may be required. An export report contains analyzed data in a CSV file that can be used for further analysis or to further customize the presentation of the data outside of Blue.

The process for creating an export report is similar to creating a standard report; adding report information, creating filters, including viewers, granting access, setting distribution, creating project mapping, and setting language are all similar to a standard report.

An export report generates a CSV file that contains the report data. This CSV file can be distributed to the appropriate viewers via the standard email distribution in Blue. Report viewers will receive a link to an HTML report that contains a simple cover page with a link to the downloadable CSV file.

Create the framework for an export report
Include a link to the CSV file on the HTML report cover page
Create content for export report blocks
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