Report Options

As you work with reports, be sure to take advantage of all the options and tools available. We recommend you familiarize yourself with the options available on the context menu accessed from the Reports list, and the report toolbar accessed from the report viewer.

Here are the options available on the context menu next to each report in the Reports list.

  • Run. This option runs the report. When you run reports, a small status screen appears in the bottom right hand corner of the page as the report processes. When the report is ready, select the View report to access the report. Run time can vary depending on the amount of data in the report.

  • Edit. This option opens the Edit form for the report. From the Edit form, you can make changes and run the updated report, or make a copy of the report.

  • Export PDF. This option exports all the report data into a PDF file.

  • Export Excel report. This option exports all the report data into an Excel file.

  • Export Word. This option exports all the report data into a Word file.

  • Add to favorites. This option will add the report to the Favorites tab, which is useful for reports you access often. In the Reports list, a star appears next to reports marked as favorites. If you decide you don't want the report marked as a favorite, select Remove from favorites on the menu.

  • Delete. This option deletes the report from the web view and database view. To delete multiple reports at once, mark the checkboxes next to the reports and select Delete reports. You can also mark the checkbox at the top of the list to select all reports in the list at one time. Keep in mind, you can delete only the reports to which you have security rights.

Here are the options available on report toolbar accessed from the report viewer.

  • Close. This option closes the report viewer.

  • Edit. This option opens the Edit form for the report. From the Edit form, you can make changes and run the updated report, or make a copy of the report.

  • Arrow buttons. Use the arrow buttons to easily move from page to page within your report. You can also enter a page number in the box.

  • Zoom in & Zoom out. Use these options to customize the size of your report view.

  • Export to PDF. This option exports all the report data into a PDF file.

  • Export to Excel report. This option exports the entire report into an Excel file.

  • Export to Excel data. This option exports the report data with only one set of headers, footers, and column headers. This option is helpful when you don't want repeated headers, footers, and column headers in the report.

  • Export to Word. This option exports all the report data into a Word file.

  • Print. This option prints the report.

Tip: You can use the active links in a report to view additional information about a specific record. Keep in mind, you can view only the records to which you have security rights.