Open report template
Open report templates to select parameters, run, export, or archive
When you open a new report template, no data will be displayed until the report is run—unless you have enabled Show last run report automatically’ under My settings.
Open the report template using one of these methods:
- Select the report template from the list, and click on the report.
- Click on the report template card.
The following options are available:
| Button | Description |
|---|---|
| Run | Click here to generate the report. |
| Edit | Click here to edit the report template. |
| Analyze report | Click here to analyze the report. |
| Show parameters | Click here to show the report parameters in the side tab. |
| Hide parameters | Click here to hide the report parameters from the side tab. |
| Parameters | Click to select/edit the parameter(s) you want to run the report for, for example a period. |
The following options are available under the three dots …
| Name | Description |
|---|---|
| Export to Excel | Click here to export the report template to Excel. |
| Export to PDF | Click here to export the report template as a PDF file. |
| Compare with archived reports | Click here to compare the report with previously archived reports. |
| Share and Send to Archive | This option is only available if the report template is published. |
| Publish | Click here to publish the report template. This option is only available if the report template is a draft. |
| Hide Excel headings | Click to hide Excel headings in the report. Click again to show headings. |
| Enable auto-update | Select to refresh data every 60 minutes. |
| Comment | Click here to add a comment to the report template. A new sheet named “Comment Sheet 1” opens in the report template. |
Section Content
Add comment
Add comment sheets to report templates by typing directly or uploading templates.
Run report
Open the template, select the period, and click Run to update.
Share a generated report
Run a report, select users or roles, and click Share.
Archive report
Run the report, select Send to archive, and find it there.
View report log
Open the log to view status, cancel, or remove report runs.