Report Export as CSV with Custom Date Format

zubinr22508231 04-09-2019

Noob here.

I want to schedule a report to deliver a csv at a daily frequency to my FTP host. Doing this by setting up the report, then Send > Advanced > [fill in the details] and saving.

My problem is that I want to set a Custom name for the report, which should include the report date range, updated daily. There is a small check box which appends this date range, but the format of date is long text: "Sun. 1 Sep. 2019 - Tue. 3 Sep. 2019" which is causing a forbidden/unrecognized issue at the FTP end. I don't have FTP admin or security access to change this.

Can anyone inform me if there is a way to change this format into "20190901" or "09/01/2019" or any other viable substitute.

I have made some attempts to follow this: Format the date  but either the syntax has something missing or the "Custom name" field is not accepting.

Appreciate any leads, thanks.

Accepted Solutions (1)

Accepted Solutions (1)

Andrey_Osadchuk
MVP
04-09-2019

The documentation you were referring to is for Report Builder, not Reports & Analytics. In the later, the date format appended to the file name can't be customized (maybe there is an undocumented method though).

What you may want to do is to export the data via Data Warehouse (Tools > Data Warehouse). You will also need to use Advanced Delivery Options. There will be a checkbox "Append report date data range". When you check it the "%R" placeholder will be appended to the file name. It works exactly as you need, the returned date format is "yyyyMMDD" (e.g. 20190904).

Answers (3)

Answers (3)

zubinr22508231 05-09-2019

Doesn't meet the requirement, as the time range has no equivalent. I've schedule a daily frequency, let's see if it returns an updated output on its own. If it fails, will have to turn to pushing raw data and adding a post-delivery processing layer. Thanks for the help.

Andrey_Osadchuk
MVP
05-09-2019

When you set up a DW request, the drop-down menu next to Preset has options like last month, last week, yesterday, etc. that are the dynamic (rolling) date ranges.

zubinr22508231 05-09-2019

OK, tried this and fixed the date issue. Had a partial follow up:

The 'Advanced' menu in Data warehouse does not have the rolling dates option, though it does have a scheduler. Does that mean it will send me the same data every day?