Reports & exports
Reports, CSV exports, and getting data out.
How-to
A report or export is missing fields or formatting numbers wrong
Work down the layers — document, template mapping, formatting, the output file itself — to find exactly where a report or export value goes missing or wrong.
Catalog admin25 minutes
How-toCreate a report that runs on a schedule
Build a report template, schedule it with a workflow rule, and know exactly where the output lands — including the one choice you can't change later.
Administrator25 minutes
How-toSchedule reports to run automatically
Turn a report template into a recurring report: the Report Scheduler trigger's interval-and-offset schedule, the Generate Report action, where the output lands, and the delete-order dependency that trips template cleanup.
Catalog admin20 minutes