AML Report Exported as Excel Doc

Question

Good day all. I have a customer that wants to export a list of all documents in Aras to an Excel document. Is it possible to do this with an Aras report? I have tried searching & it seems that all of the answers that have been given do not apply. Most of my searches turn up information on how to import an Excel document. I would be good with a CSV file also. Thank you for the help.

Christopher Gillis · Answer

Hi Nathan, 
 There's a few different built-in options for exporting data from Innovator to an Excel file. 
 The first option is the most simple which is to just use the export to Excel functionality that's built-in to all Aras grids. If you're just trying to print out simple metadata, this approach should work for you.

The Export to Excel action that you can use 
 The max number of entries in the grid. If you want to print all of your documents, you can clear this field and re-run the search. 
 
 If you're looking for a little more control over how the data looks, you could also use a Tree Grid View (TGV). If you're interested in this approach, I'd recommend checking out our introductory blog post . We also have a more advanced blog post that goes over some ways you can customize the view even more. 
 Normal Aras reports allow you to heavily customize the eventual look of the report, so they do not have built-in functionality to export them to Excel. However, Aras subscribers have access to Self Service Reports which follows a more streamlined process to build a report and also comes with built-in functionality to export the report to Excel. 
 Lastly, you could also write a completely custom method to generate a CSV file based on the Document items in the database. This approach would be good if you have a very large number of Documents in your system or if you're going to be generating this Excel file frequently. 
 Chris 
 
 Christopher Gillis 
 Aras Labs Software Engineer