How to Set Custom File Names for Exported Reports in Bold Reports
In Bold Reports, the ExportFileName
custom property allows you to define personalized file names for exported reports. This helps maintain consistent naming conventions and enhances efficiency when managing multiple reports.
This guide provides step-by-step instructions to configure the ExportFileName
property in Bold Reports.
Steps to Configure the ExportFileName
Property
- Access the report file you want to configure and in the Properties panel, go to the Miscellaneous section.
- Locate the Custom Attributes option and click the Set Attributes button.
- Locate the Custom Attributes option and click the Set Attributes button.
- Set
ExportFileName
Property- In the Custom Attribute popup dialog, add the
ExportFileName
property and specify the desired file name in the value field as shown in the below snap, then click OK to save the changes.
- Property Name:
ExportFileName
- Example Value:
custom_sales_report
- This configuration sets custom_sales_report as the default file name when the report is exported.
- In the Custom Attribute popup dialog, add the
Ensure to set your desired file names in the value field to have the default file names for the exported files.
- Preview and Export the Report.
- Export the report in any format (PDF, Excel, etc.). The exported file will use the custom name defined in the attribute.
- Export the report in any format (PDF, Excel, etc.). The exported file will use the custom name defined in the attribute.
Conclusion
By configuring the ExportFileName
custom property in Bold Reports, you can define custom file names for exported reports. This ensures consistent naming and simplifies report management. Just follow the steps to access the report’s Miscellaneous section, set the property in the Custom Attributes dialog, and specify your preferred file name.