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KB13178: How to create an HTML attachment using the 'Link to an existing Report or Report Services Document' feature in MicroStrategy Narrowcast Server?


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This knowledge base article explains how to create an HTML attachment using the 'Link to an existing Report or Report Services Document' feature in MicroStrategy Narrowcast Server.

When user creates a document with the 'Link to an existing Report or Report Services Document' feature, if the source is a regular report or Report Services document, the resulting document format can only be PDF or MS Excel; the HTML option is grayed out. However, if the MS Excel option is checked, the user can still obtain the resulting document in HTML format.
 
The following steps show how to create an HTML attachment from using the 'Link to an existing Report or Report Services Document' option:
 

  • Inside Strategy Narrowcast Server Administrator, open the Service Wizard and navigate to the Message content section after completing the Delivering Method screen, as shown below:
ka04W000000OgCTQA0_0EM440000002Be9.gif
  • Click on the Define Attachments option and select 'Link to an existing report, HTML document, or Report Services Document in Strategy project' option, as shown below:
ka04W000000OgCTQA0_0EM440000002BeP.gif
  • Select the desired report and choose Excel as the document format, as shown below:
ka04W000000OgCTQA0_0EM440000002BeQ.gif
  • Complete the Service Wizard and execute the service, as shown below:
ka04W000000OgCTQA0_0EM440000002Be7.gif
  • After the service is executed, save the attached Excel file, as shown below:
ka04W000000OgCTQA0_0EM440000002BeR.gif
  • Rename the saved HTML Test.xls file to HTML Test.html, as shown below:
ka04W000000OgCTQA0_0EM440000002Be8.gif
  • Now, the html file can be opened with any Web Browser, as shown below:
ka04W000000OgCTQA0_0EM440000002Be6.gif

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Knowledge Article

Published:

June 22, 2017

Last Updated:

June 22, 2017