Convert PDF to Excel

When using ‘Email CSV Export’ Schedule Type, you can attach an Excel spreadsheet instead of a PDF report.

Configure Schedule to convert PDF to Excel

To convert a Report Builder report to an Excel spreadsheet, in the ‘Email CSV Export’ schedule configurator, select ‘Email PDF only’.

This will expose a checkbox for ‘Convert to Excel’.  Check the ‘Convert to Excel’, the email for the scheduler will now include an Excel file, based upon the report selected.

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