Skip to main content

Configure a Report step

A Report step opens its source Definition and renders a selected Report to a viewer, printer, file or email target. Report output is an external effect and is not undone by later database rollback.

Settings

SettingDefaultEffect
ReportEmpty referenceReport module to execute.
Source DataNoneRequired Definition-backed source.
Output destination / OutputDestViewerViewer, printer, file or email. A service cannot use an interactive viewer as an unattended delivery design.
Output type / OutputTypePDFRendered content/output format. Confirm the exact options in the installed Designer and receiver contract.
Output detailsEmptyDestination-specific value; may contain tags. Validate evaluated printer, file or email target.
File detailsEmptyAdditional file-output detail. Its exact format is output-path dependent; verify with a generated sample.
AttachmentEmptyAttachment configuration for applicable output.
MiscellaneousEmptyAdditional report option string. Use only with a source-verified deployment convention.
BCC emailEmptyBlind-copy recipients for email output. Treat addresses as governed personal/business data.

Test each destination separately

  1. Select the Report and compatible source.
  2. Configure one controlled destination and keep the step out of automated execution.
  3. Test empty/multiple records, pagination, long/non-ASCII data and output-name tags.
  4. Verify the physical file, printer job or received message plus its log—not only Flow status.
  5. Repeat after changing output type, template, runtime identity or destination host.

Printer availability, filesystem permissions and SMTP delivery depend on the service host/account. Test mode does not guarantee suppression of Report output. For REST execution, report handling can write to the API response stream, so response content/status must be tested end to end.