Download report
Description
The Download Report activity enables automated downloading of reports based on selected report definitions, applied filters, date ranges, and file format preferences.
It supports both Data Reports and Normal Reports, giving users flexibility in how they retrieve and consume their report content.
Reports can be generated in various formats such as CSV, Excel, or PDF, and further customized through parameters like separator character or dimension-based splitting.
Use case: Automatically generate a monthly sales report for a specific region and download it in Excel format with customer-specific splits.
Input
Not Applicable
Output
| Output Type | Format | Description |
|---|---|---|
| Files | Binary | Report files based on configuration. |
Configuration Fields
| Field Name | Required | Description |
|---|---|---|
| Report Type | Yes | Choose between “Data Report” and “Normal Report”. |
| Reports | Yes | Select the report you want to download from the chosen type. |
| Date Range | No | Set a start and end date for filtering the report’s time window. |
| Filters | No | Apply field-level filters to narrow down the data scope in the report. |
| Report As On | No | Specify a static date for point-in-time reporting. |
| File Type | Yes | Choose output format (e.g., .csv, .xlsx, .pdf). |
| Separator | No | Character used to separate fields (applicable for CSV reports). |
| Report As PDF | No | If enabled, the output will be saved as a PDF file. |
| Delete Report Config | No | Clears any previously saved report configuration for a clean setup. |
| Split Report on Data | No | Enables splitting the downloaded file based on values in a selected column. |
| Map With Dimension | No | Map the report split to a dimension field (e.g., region, department). |
Sample Input
Not Applicable
Sample Configuration
| Field | Value |
|---|---|
| Report Type | Data Report |
| Reports | SalesAddressQuery |
| Date Range | Jan 01, 2025 – Jan 31, 2025 |
| Filters | Region = “East”, Status = “Open” |
| File Type | XLSX |
| Report As PDF | No |
| Split Report on Data | Enabled |
| Map With Dimension | Customer Name |
Sample Output
The generated file(s) based on the configuration:
| File Name | Size | Download File |
|---|---|---|
| SalesAddressQuery_20250131_044516_Miller Inc.xlsx | 6393 KB | [Download] |
| SalesAddressQuery_20250131_044516_Lee Corp.xlsx | 5421 KB | [Download] |
| SalesAddressQuery_20250131_044516_Jones Ltd.xlsx | 4788 KB | [Download] |