Exporting a Client Report Using the Web Client

Purpose

Use this Serena® Dimensions® CM web client operation to export a client report to HTML or comma separated variable (CSV) format.

Once a client report is saved, you can export it to HTML or comma separated variable (CSV) format for printing or inclusion in a third-party tool, for example, a spreadsheet.

  1. Click on a report name in the web client navigation pane. This will run the report and display it in the web client content pane; however, if the report was created to prompt for a run-time value or relationship, you will need to specify that first before the report will actually be run, see Drilling Down into a Client Report Using the Web Client for details.

  2. The way in which the client report is displayed depends on whether the report is a listing report or a graphical report.

The HTML Item_bar_chart_drilldown_html.gif or CSV item_bar_chart_drilldown_csv.gif buttons are located at the top right of the content pane. A similar arrangement applies to listing reports displayed as a result of drilling down into graphical reports, see Drilling Down into a Client Report Using the Web Client.

      Click the Item_bar_chart_drilldown_html00019.gif button to create an HTML page suitable for printing from your browser.

      Click the item_bar_chart_drilldown_csv00020.gif button to create a CSV page suitable for copying and pasting from your browser.

      Click the email_url_button.gif button to send an email containing the URL for the report. A dialog box is displayed showing the URL. Click on the link beneath to compose the email.

      Click the export_html_button.gif button to create an HTML page suitable for printing from your browser.

      Click the export_csv_button.gif button to create a CSV page suitable for copying and pasting from your browser.

Related Topics

Creating or Modifying a Report Using the Web Client

Drilling Down into a Client Report Using the Web Client

Running a Client Report Using the Web Client

Report Builder Dialog Box