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:
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Edit. Update or a make a copy of a report.
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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.
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Export PDF. Export data to a PDF file.
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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.
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Add to (or remove from) favorites. Designate favorite reports. View and track these under the Favorites tab on the Reports list page.
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Associate tags. Search for and associate one or more existing tags.
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Rename. Update with a new name and description.
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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:
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Cancel. Close the report viewer.
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Edit. Update or a make a copy of a report.
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Arrows. Move between pages or enter a specific page number.
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Zoom. Customize your view.
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Export PDF. Export to a PDF file.
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Export Excel. Export to an Excel file.
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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.
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Export Word. Export to a Word file.
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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.