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There is weekly scheduled report has been set up which will share the file in Excel format, but

MohitSaxena
Tera Contributor

There is weekly scheduled report in list view, has been set up which will share the file in Excel format, but from past two weeks it is sending in PDF form. All the configurations has been set up for Excel but don't know why it is sending in PDF form.

5 REPLIES 5

Rafael Batistot
Kilo Patron

Hi @MohitSaxena 

 

Probably someone changed for this format

 

May you duplicate the report as a List report and reassign the scheduled report to use that one with Excel.

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @MohitSaxena 

Go to the scheduled reports section, search for the required report, and open it. Check if someone has changed the format from Excel to PDF. If yes, please revert it as needed.

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Shruti D
Kilo Sage

Hello @MohitSaxena,
Verify if the Type of scheduled report is changed to PDF format.

Please Mark Correct ✔️ if this solves your query and also mark Helpful 👍 if you find my response worthy based on the impact.

Regards,
Shruti

Bhuvan
Kilo Patron

@MohitSaxena 

 

If you have migrated to Platform Analytics and sharing the reports from data visualization, check the report configuration. Go to Data Visualization -> Schedule and see if you have more than one scheduled report and see which one is active and report file type configured.

 

If only one scheduled report exist, save the record with correct file type and check it using 'Send Now' option 

Bhuvan_1-1756202292277.png

 

Bhuvan_0-1756202155286.png

If you have not migrated to PA, check scheduled reports and see if the file type is the expected format or someone with edit permissions has changed the report.

 

If this helped to answer your query, please mark it helpful & accept the solution.

 

Thanks,

Bhuvan