Specify export options (Reporting)
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Specify export options

  1. In the toolbar, click to open the Report Properties.

  2. On the Export Formats page, select the output formats for PDF and text exports.

    • PDF export:

      • Standard PDF: No special security or archiving functions.

      • Secure PDF: Use this format to protect a PDF against modification. OpenLab CDS automatically generates and activates a random password.

        For example, a lab is 21 CFR Part 11 compliant and needs to send a PDF to governmental institution. They must guarantee that the PDF cannot be modified.

      • PDF/A-1b: Use this format for documents that need to be long-term archived. This standard guarantees that the PDF can be correctly viewed and reprocessed even after decades. The file size is a bit larger due to embedded fonts and other meta information.

    • Text/CSV export:

      • Formatted text export: Add characters such as pipes and underscores to structure the plain text. Use this format to generate human-readable files.

      • Plain text export: Export plain text only. Use this format to generate machine-readable files.

      • CSV delimiter: Use this as a separation character for the CSV output format. The specified character will be used as field data value separator for the CSV file.

        Summary calculations in matrices are not supported with the CSV output format.

    • Text/CSV encoding:

      • UTF-8: Use this encoding to export in UTF-8 (8-bit Unicode Transformation Format). It is a character encoding capable of encoding all possible characters or code points.

      • UTF-8 (BOM): Use this encoding to export in UTF-8 (BOM) (8-bit Unicode Transformation Format). The UTF-8 representation of the BOM is the (hexadecimal) byte sequence.

      • UTF-16: Use this encoding to export in UTF-16 (16-bit Unicode Transformation Format).

      • GB18030: Use this encoding to export in GB 18030. It is a Chinese government standard and supports Chinese coded character sets.

      • ASCII: Use this encoding to export in a ASCII (American Standard Code for Information Interchange.

    • Excel Export:

      • Select Include report header to include items from the header section of the template in the Excel file.

    When saving a report as PDF, the selected PDF format will be used.

    When saving a report as text file, the selected layout and encoding will be used.