Bulk Export SSRS Report
Using Click2Export, you can export SSRS Report for multiple records at one go. Let us see how this can be achieved.
  • Go to the entity for which CRM Report Template for SSRS Report is created.
  • Select multiple records --> Click on Click2Export button.
  • The following Click2Export UI will open.
Report Templates: This is where you will have to select the CRM Report Template for the SSRS Report that you would want to export.
Selection Mode: There are two selection modes available Per Record and Combine.
  • Per Record: Files would be generated for each of the selected record.
  • Combine: Single file would be generated for all the selected record.
Note: In case of Combine, only two Actions are allowed Attach to a new email and Download.
File Format: This is where you can select the format in which you would like to export your SSRS Report. Currently, SSRS Report can be exported in PDF, Excel, Word, CSV, and TIFF formats.
Report Details: This would list down details about the SSRS report.
Report Parameters: If the SSRS report is a parameterized report, this section will list down all the parameters of the SSRS report and the user can select values before exporting the report.
You can read more about Action and Email Section from here.
Last modified 1yr ago
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