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Click the Results tab.
Select the report from either the Most Recent or the Report Type folder, such as position or single period.
In the Results Explorer window, you will see either the Report failed icon, or Report succeeded icon next to the report name.If the report failed, double-click the report name for more information.
You will see a failed report message.
Results Toolbar Quick Reference
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From the open, completed report, click Send the Report as an email on the lower toolbar.
You see the Specify Email Options dialog box.
Complete the options on the Specify Email Options dialog box as described in the following table, then click OK to send report results as an email.
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When you select Custom format, you can customize how the data is exported into Excel by completing the following options. The Options button on the Save As dialog box gives you these export options. Excel is not opened.
Option | Description |
Entire Report | Exports the entire report result set, regardless of what is highlighted or displayed on the dialog box. |
Highlighted Portion | Exports only the part of the report result set which is highlighted. |
Displayed state | Exports only that part displayed via the explode feature. |
Retain indentation | Adds leading spaces for grouping levels and security descriptions in the first column of the exported file to better display the grouping structure. |
Retain number format | Retains the format and precision of numeric fields as they are defined in PACE or the PACE viewer. |
Retain layout | Retains layout settings made in the viewer, including hidden fields, changes made to column headings, and changes to the ordering of the columns. |
Retain alignment | Retains the alignment settings made in the PACE viewer. |
Retain font | Retains any font changes applied to the report results in the PACE view. |
The Options button on the Save As dialog box gives you these export options. Excel is not opened.
Exported File Characteristics
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When saving the PACE report results locally, use Save As to customize the name and location of the file. Click Options to select specific formatting options.
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Save As XLS File
Use the Export to Excel feature in the Report Result viewer to export PACE report result to Excel as an .xls file. After you click the Open the Report in Excel icon, the Save As dialog box appears. From this dialog box, you can specify the name and location of the .xls files that are generated. The file name defaults to the name of the current report profile.
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Copy to Excel
You can select specific pieces of data to export to Excel by using the Ctrl‑C key combination, right-clicking and selecting Copy, or clicking Copy on the Reports Toolbar.
Control-C copy
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: Use
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Control‑C to copy and paste data to Excel. Report data is copied as is. You can also copy report column headers to Excel with the report data.
Copy button
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: The Copy button is located on the Results toolbar. Highlight the data that you want in Excel, click Copy, and paste the data into Excel. You can also copy column headers
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Right-click copy
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: You can right-click and copy report results. Highlight the data you want in Excel, and then right‑click and click Copy. You can also copy the column headers.
Custom Formatting
If the report profile attributes were modified to customize the font type, color or size, these changes are retained when the PACE report results are exported to Excel. The .xls file that is created by that process contains the formatting. Attribute settings such as numeric precision and comma separators are also retained by the export function.
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Export to Excel Function from PACE Reporting Viewer
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Grouping Level Description
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In the above example, the PACE report is grouped by the field attribute submitted entity name, and the value is displayed in the generated Excel file.
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Figure 175: Grouping Level Setting Enabled
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When this option is not selected, the generated file only includes the grouping values in the report results, and not a separate value with the description of the grouping field.
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Retrieve Logs
You can access the logs from reports directly from the Results tab. This allows you to save time when researching why a report failed.
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