Before we can export data from Planning a report definition needs to be created by either a site administrator or user with admin reporting privileges. If you are not familiar with reporting permissions or how to create a report definition, please refer to the Reporting Permissions and Creating a Report Definition articles.
Once you have created a report definition you can click the “View Report” 
button from the list of reports for your respective unit.
button from the list of reports for your respective unit. Users also have the option to generate a report by clicking on the 
button located at the bottom of the report definition editing screen.
button located at the bottom of the report definition editing screen. 
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LAB TIP: It is important to remember that for reports that pull a large amount, typically those run at the institution level, of data can take up to 15 minutes or more to finish generating. We encourage you to keep the report generation tab open and allow it to finish. |
Once you click on either the “View Report” or “Generate Report” button a secondary tab will open and your report will begin to generate. You will know your report is generating when a loading icon is displayed.
When your report has finished generating a web preview will be displayed with the time stamp of the report generation as well as an option to remove relate item indentation from the report.
While showing related items indented is a great visual aid when reading a report if there are too many levels the report can become very narrow. Removing related indentation can help when printing a PDF copy of the report, as PDFs can only accommodate so much content.
While showing related items indented is a great visual aid when reading a report if there are too many levels the report can become very narrow. Removing related indentation can help when printing a PDF copy of the report, as PDFs can only accommodate so much content.
Once you have confirmed that everything looks accurate from the web preview you can click on the “Print” button to create a pdf export of the report, select "CSV Report" for a raw data export, or select "Share Item" to email a direct link to a Planning user. To learn more about sharing, refer to the Sharing a Report article.
CSV Report Notifications
Larger CSV reports will take more time to generate. With report notifications, you can select "CSV Report" and continue work in other areas of the tool while the file generates. Notifications will appear in the top right corner of the screen and keep you updated on progress.
This functionality also allows you to view a history of downloaded CSV reports, while providing visibility into report generation status. Simply click on the bell icon next to your username to view your notification history or download previously generated reports.
