Use Actions to generate Excel documents

Vladi Gubler
Vladi Gubler
July 26, 2018 | Products

Hi,

We recently added the ability to export your printed data into Excel documents. Originally, you could print and expot to PDF. We received customers request to support Excel format as well.

Our Print actions allows you to automate the print functionality and automatically convert list data into HTML or PDF documents that can be emailed, saved into a document library or added as list item attachments. This is a very easy way of generating and distributing reports or taking snapshots of your data.

In the latest version, we added support for the Excel format as well. You can now choose the output format the action will produce and choose between HTML, PDF and Excel. Your existing actions will continue working as usual and do not need to be updated as all our settings are backwards compatible. You can modify your existing actions to use the Excel format or create new ones. The action uses the print templates you created (make sure the print template you use is set to be shared with all users). Both list-based and item-based print templates are supported. Note that if your items contain associated items, only item-based print templates will include those associated items, in list-based templates they will be ignored when exporting to Excel, but will still be visible in HTML and PDF formats.

The feature is already implemented in the Office 365 version of the product and will be available to on-premises customers in the next release.

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