Report Options

As you work with reports, use the options in a report's menu as well as the report viewer to review, organize, present, and save details that fit your organization's needs.

From a report's menu , use the following actions:

  • Edit. Update or a make a copy of a report.

  • Run. Generate, then select View report from the status message. You can also run when adding or editing a report. Run time depends on the amount of data in the report.

  • Export PDF. Export data to a PDF file.

  • Export Excel data. Export data with only one set of headers, footers, and column headers. This is helpful when you want to avoid repeated headers, footers, and column headers.

  • Add to (or remove from) favorites. Designate favorite reports. View and track these under the Favorites tab on the Reports list page.

  • Associate tags. Search for and associate one or more existing tags.

  • Rename. Update with a new name and description.

  • Delete. Delete a report from web view and database view. You can only delete reports you have rights to access.

From a report viewer toolbar, use the following actions:

  • Cancel. Close the report viewer.

  • Edit. Update or a make a copy of a report.

  • Arrows. Move between pages or enter a specific page number.

  • Zoom. Customize your view.

  • Export PDF. Export to a PDF file.

  • Export Excel. Export to an Excel file.

  • Export Excel data. Export with only one set of headers, footers, and column headers. This is helpful when you want to avoid repeated headers, footers, and column headers.

  • Export Word. Export to a Word file.

  • Print. Print the report (you can also print from the PDF).

Tip: When viewing reports, you can use active links to view details about a specific record. You can only view records you have rights to access.