Open report template
Open report templates to select parameters, run, export, or archive
When you open a new report template, it contains no report data. Click Run to generate the report.
Open the report template using one of these methods:
- Select the report template from the list, and click on the three dots
behind the report , and click 
Open - Click on the report template card.
- (In List view) Double-click the report template in the list.
The following options are available:
| Button | Name | Description |
|---|---|---|
| Select parameters | Click  to select/edit the parameter(s) you want to run the report for, such as a period. | |
 | Run | Click here to generate the report. See Run report. All generated reports can be viewed in the History dialog. |
 | Auto-refresh | Use the slider to select to refresh data every 5, 10, 15, 30, or 60 minutes. |
 | Enter full-screen mode | Click to view the report in full-screen mode. Click again to return. |
 | Show/hide Excel headings | Click to hide the Excel headings in the report. Click again to show headings. |
 | Publish | Click here to publish the report template. This option is only available if the report template is a draft. See Publish report template. |
 | Edit | Click here to edit the report template. See Edit report template. |
 | Delete | When you have a report template open and click Delete, you will delete the parameter selections you have made. This will not delete the report template, as it would if you were in the report template library. |
 | Export to Excel / Export to PDF | Click here to export the report template to Excel or as a PDF file. |
 | Comment | Click here to add a comment to the report template. A new sheet called “Comment Sheet 1” opens in the report template. See Add comment. |
 | Share | Click here to share the report with your colleagues. See Share report. This option is only available if the report template has been published. |
 | Send to archive | Click here to archive the report. See Archive report. This option is only available if the report template has been published. |
 | History | Click here to view the report history. See View report history. |
 | Close | Click here to close the report template. |
See also: Drilldown and voucher view
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.
Publish report template
Publish drafts via the menu to make the report official.
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.
Export report to Excel
Open the template, run the report, and click Export to Excel.
Export report as PDF
Open the template, run the report, and select Download as PDF.
View report log
Open the log to view status, cancel, or remove report runs.