File Type

Part of the process of creating new report books is selecting a file source type. You select a file source type whenever a new file is added to a book.

You can select the following source types for your files:

  • URL: Specify a file from an internal or external web page. You must use the full URL.

  • Application Workspace File: Select a file stored in the Application Workspace Maintenance Unit File Section.
  • System Workspace File: Select a file stored in the System Workspace Maintenance Unit File Section.

  • Application Database File: Select a file stored in the Application Database Share.

  • System Database File: Select a file stored in the System Database Share.

  • File Share File: Select a file from the File Share. Many file types can be added such as Word, PDF, CSV, and XLSX.

In addition to specifying the file source type, you must also set the following:

  • URL or Full File Name: Select the URL or name of the file you want to use. Type the full URL or click the ellipsis to browse to a file.

  • Output Name: Type a name for the file when creating a Zip book. If the .pdf extension is included for a Word or Excel file, the file will be converted into a PDF. This property is optional and does not apply to PDF books.