Bulk Export Report

Starting in Strategy (September 2026) you can subscribe to a Bulk Export Report in Library.

The bulk export feature allows you to select a report and export it to a delimited text file. Using this feature, you can retrieve data from large result sets without having to load the result sets in memory. As the data is brought back incrementally, no limit is set on the size of the result set to be retrieved.

Prerequisites

A bulk export report must be created in advance in Strategy Developer.

To be able to subscribe to a Bulk Export Report you must have the Web subscribe to bulk export,and the Use Bulk Export Editor privileges.

Subscribe to a Bulk Export Report

1. Navigate to a Bulk Export Report.

2. Click Info or right-click the report and select Get Info.

3. In the Info page select Manage Subscriptions .

4. Select New Subscription.

5. Subscription Editor opens.

6. Type a Subscription Name.

7. The Type drop-down is inactive as Bulk Export Report subscriptions are only available in the File format.

8. In Content, define:

   • Data Delimiter - Specify the character used to separate data in each cell.

   • File Name - By default, the file name is the same as the report name. You can customize the name by combining plain text with predefined, dynamic placeholders. Type { and choose from the following drop-down list:

     • Date: {&Date}

     • Time: {&Time}

     • Recipient Name: {&RecipientName}

     • Project: {&Project}

     • User Login: {&UserLogin}

     • Subscription: {&Subscription}

     • Prompt N: {&Prompt#&}

     • Content Name: {&ContentName}

     • Content Details: {&ContentDetails}

     • Attribute: {[Attribute Name]@[Attribute Form]}

     • Metric: {MetricName}

   • File Name Delimiter - You can replace the blank spaces in the file name with a predetermined character.

9. In Location, choose from the following:

   • Users

   • Sub-folder

10. If you choose Users:

    1. In Users, type the users that have a default delivery address for File subscription.

    2. Optionally select the check box next to Send notification to user's address and/or Send preview now to all recipients.

11. If you choose Sub-folder:

    1. Expand the Subscription Device drop-down list and choose the device you want to send the subscription to.

    2. In Sub-folder, type the sub-folder you want to send the subscription to.

       Dynamic text is supported in the Sub-folder field.

    3. Optionally select the check box next to Send preview now to all recipients.

12. In Delivery, expand the Schedule drop-down list and choose how often to send the subscription.

13. To compress the file or set an end date for the subscription, click the Advanced Settings icon in the top right corner of the Subscription Editor.

• To compress the file, select the Compress Into Zip File check box. You can edit the zipped file name. If you want, you can Password Protect Zip File by adding a password.

• To set an end date for the subscription, select the Do Not Deliver After check box. Enter the end date and select a Time Zone.

14. Click Subscribe. The new subscription is created.

 

Related topics: Manage Subscription Delivery Devices