Custom Reports have a number of settings that can affect how they export.

Schedule

Schedule lets you set up a recurring pattern that the report will use to run itself and email itself to each email address specified.

Currency

Currency lets you set the type of currency the report will apply to any money-based fields. You can choose between:

• Default User Currency will use the currency set up in your User Preferences.
• (CAD) Canada, Dollars will use Canadian currency, regardless of your User Preferences.
• (USD) United States of America Dollars will use United States currency regardless of your User Preferences.

Export

The Export tile deals with how the report will display fields that collect multiple values when you export the report as a spreadsheet.

• Expand to multiple rows and repeat common fields
  This option will give each value its own row on the spreadsheet. Any columns that are the same between different rows will be filled in. So, your report might look like this:
  
• Expand to multiple rows, do not repeat common fields
  This option will give each value its own row, but repeated information will be left blank. So, your report might look like this:
  
• Collapse to a single row, using a delimiter
  This will put each value on the same row rather than expanding to multiple rows. So, your report might look like this:
  
• Include currency symbols with monetary amounts?
  This Yes/No option will determine whether or not the export will include currency symbols where appropriate.

PDF Format

Looking at the image above, you can see that the checkboxes by Include are the first 3 tabs of the report. The ones you check will be the sections included in the PDF export. Details is the primary data of the report, Summary is the statistical information based on the Details, and Visualization is the charts and graphs based on the Summary.

Overflow Page Order determines how it will handle things if the report would be more than 1 page wide:

• Down, then over will create a PDF that goes all the way to the end of the report for 1 page width, then do the next page width all the way down to the end of the report, and repeat that pattern as needed.
• Over then Down will go all the way across the report then drop down and go across, repeating until it finishes the report. This is usually the option you will want.

Font Size determines the size of the text in the report.

Padding determines how much “white space” will be above and below each line.

Include Row Numbers will add numbering to each row in the report.

Repeat Headers will add the headers to the top of each page, rather than only at the top of the report itself.