Print and export data from a Capsule

It is possible to export data represented on a single Capsule Screen in various print-ready file formats.

Export printable report

This option will export the current Screen in the following formats:

• PDF file

• Microsoft Word document. Creates a .docx document to be opened with Microsoft Word (version 2007 and newer) containing the selected Screen Objects

• Microsoft PowerPoint presentation. Creates a .pptx document to be opened with Microsoft PowerPoint (version 2007 and newer) containing the selected Screen Objects

• Screenshot (.png file)

When you select PDF, Word, or PowerPoint outputs, you will be taken to to a configuration page before exporting. In that page, you can define and save a template that will apply to the Screen and configure the following properties:

• Select one or more print areas of your Screen. "Print areas", located in the panel on the leftmost of the page, lets you select portions of the Screen that will be printed separately in the output file. To add an area, press the "+ ADD AREA" button. To move a selected area to a different position, drag and drop it anywhere in the areas list. To delete a print area, hover over its name and click the recycle bin icon that appears on the right side of it  

  • The preview page can be hidden (see below for more information). When active, it is always first in the areas list

  • The Summary page cannot be hidden and is always at the bottom of the areas list

• Customize export settings. The Export settings tab, located to the right of the Content tab or access by clicking the configure icon next to the, allows you to:

  • Rename the output file

  • Define the page size

  • Change the page orientation (landscape or portrait)

  • Show/Hide Preview page. This option will include a preview of the entire Screen as the first page of the output file

  • Show/Hide Select. This option will include the Select applied at the Screen level in the recap page in the output file

  • Show/Hide Link. This option will include a link to the Screen in the recap page in the output file

  • Header and Footer. This option allows you to configure the header and footer font style

  • Dynamic elements. By dragging and dropping the icons from this menu into the header or footer, you can customize the information printed into your final document. To show this information, you can also write substitution formulas into the header or footer of your document (see below for more details). It is possible to add the following pieces of information using formulas:

    • @PageNumber → adds the page number to your document

    • @TotalPageNumber → adds the page number and the total number of pages to your document

    • @Date → adds the export date to your document

    • @Time → adds the export time to your document

    • @Capsule → adds the Capsule name to your document

    • @Screen → adds the Screen name to your document

    • @DataBase → adds the Data model name to your document

    • @Selection → adds any selection applied to the Screen to your document, for example: "Year: 2015"

    • @UserName → adds the username of whoever did the export to your document

      All Substitution formulas are case insensitive.

  • Margins. This option allows you to customize the margin configurations

• Rename and write comments about a single print area. When you select a print area from the list in the left panel, the Area will expand with options and settings. From here, you can rename the selected area and write related comments that will be included in the exported file

• Repeat by Entity. Print the area with data related to each member of one Entity (only if one or more Pager Objects are in the selected area). When you select a print area from the list in the left panel, the area will expand with options and settings. From here, in the "Repeat by Entity" menu, you can define a single Entity associated with a Pager to have Board replicate the area for each member of said Entity: the data in each area will be related to each member of the Entity (as if using the Pager on the Screen). A new page of the printable report will be created for each area originating from the "Repeat by Entity" settings.

Export data to .xlsx

This option will export all Screen Objects defined by a Layout in the following formats:

• Standard Microsoft Excel Workbook: this option exports data from all Objects defined by a Layout in the active Screen to a Microsoft Excel file (.xlsx). The data of each Object is placed on a different sheet of the exported workbook. Graphical formatting, such as font and cell colors, borders, and images, is preserved

• Microsoft Excel Workbook for Board Add-in: this option exports data to a Microsoft Excel Workbook with a supporting Board Add-in function (an appropriate Board License and a Board connection is needed), such as change Select filters, Drill down, refresh, or change data. You can use Excel formulas for calculated blocks, column totals and row totals by ticking the appropriate checkbox: if the option isn't selected, results of calculations are exported as numeric values. The Export to a flat data table option, when selected, will cause data to be exported in a flat table format in case Layouts have two or more Entities set by Row. The data of each Object is placed on a different sheet of the exported workbook. Graphical formatting, such as font and cell colors, borders, and images, is preserved

When exporting to Excel, PowerPoint, or Word, not only the data but also the Layout definitions are exported. This allows you to work on that data from your favorite Microsoft Office application, using the Board Office Add-In: for example, it is possible to refresh reports, execute Drill downs, or even modify Layout definitions, even if you're outside the Board workspace.

Export using a Procedure

It is possible to export data represented on a single Capsule Screen also using a Procedure.

When creating a new Procedure step, you will find all the export functions mentioned above under the "Screen" action group.