A Grid Extractor functions like the Export to Excel option, but does so on a set schedule and extracts all charts and grids from the View. Follow the procedure below to extract a report.

1. On the Documents Tree, right-click Reports and select New Extract.

2. Name the new report and click OK.

   The Extract Report Editor appears.

3. In the Views pane, click Edit view list. Select the Views to add to the report.

4. In the Content pane, specify export content and export format (similar to the Export to Excel option).

5. In the Data filtering pane, configure filtering if required. If you select Filter by, all data based on a translation table will be filtered.

6. In the Generation pane, select Enabled to receive the report to email or save it to the specified folder. Set the options as follows.

7. In the Email subject pane, select Save to file to save reports to your local drive at C:\temp\InsightData\<project name>. Enter the file name to be used as the email subject, where you may include filters.

8. In the Email body pane, enter the text for the message body. You can also add templates from the list, such as report name, report filter, and more.

9. Save the report.