{"title":"Open report template","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/","link":"/onestopreporting/reporting/reports/player/","description":"Open report templates to select parameters, run, export, or archive","content":"\u003cp\u003eWhen you open a new report template, it contains no report data. Click \u003cstrong\u003eRun\u003c/strong\u003e to generate the report.\u003c/p\u003e\n\u003cp\u003eOpen the report template using one of these methods:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eSelect the report template from the list, and click on the three dots \u003cimg src=\"/onestopreporting/reporting/reports/player/img/dottie.png\" alt=\"Three Dots\"\u003e behind the report , and click \u003cimg src=\"/onestopreporting/shared-images/img/no/btn_open.png\" alt=\"Open Button\"\u003e \u003cstrong\u003eOpen\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eClick on the report template card.\u003c/li\u003e\n\u003cli\u003e(In List view) Double-click the report template in the list.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eThe following options are available:\u003c/p\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003eButton\u003c/th\u003e\n          \u003cth\u003eName\u003c/th\u003e\n          \u003cth\u003eDescription\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003c/td\u003e\n          \u003ctd\u003eSelect parameters\u003c/td\u003e\n          \u003ctd\u003eClick \u003cimg src=\"/onestopreporting/shared-images/img/no/magnifyer.png\"\u003e to select/edit the parameter(s) you want to run the report for, such as a period.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/Run.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eRun\u003c/td\u003e\n          \u003ctd\u003eClick here to generate the report. See \u003ca href=\"/onestopreporting/reporting/reports/player/run-report/\"\u003eRun report\u003c/a\u003e. All generated reports can be viewed in the \u003ca href=\"/onestopreporting/reporting/reports/player/view-report-history/\"\u003eHistory dialog\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/slider.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eAuto-refresh\u003c/td\u003e\n          \u003ctd\u003eUse the slider to select to refresh data every 5, 10, 15, 30, or 60 minutes.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/maximize.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eEnter full-screen mode\u003c/td\u003e\n          \u003ctd\u003eClick to view the report in full-screen mode. Click again to return.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/headings.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eShow/hide Excel headings\u003c/td\u003e\n          \u003ctd\u003eClick to hide the Excel headings in the report. Click again to show headings.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/no/btn_publish-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003ePublish\u003c/td\u003e\n          \u003ctd\u003eClick here to publish the report template. This option is only available if the report template is a draft. See \u003ca href=\"/onestopreporting/reporting/reports/player/publish-report-template/\"\u003ePublish report template\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/no/btn_edit.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eEdit\u003c/td\u003e\n          \u003ctd\u003eClick here to edit the report template. See \u003ca href=\"/onestopreporting/reporting/reports/edit-report-template/\"\u003eEdit report template\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/no/btn_delete.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eDelete\u003c/td\u003e\n          \u003ctd\u003eWhen you have a report template open and click \u003cstrong\u003eDelete\u003c/strong\u003e, 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.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/Export-to-excel-or-pdf.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eExport to Excel / Export to PDF\u003c/td\u003e\n          \u003ctd\u003eClick here to export the report template to Excel or as a PDF file.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/btn_Comment.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eComment\u003c/td\u003e\n          \u003ctd\u003eClick here to add a comment to the report template. A new sheet called \u0026ldquo;Comment Sheet 1\u0026rdquo; opens in the report template. See \u003ca href=\"/onestopreporting/reporting/reports/player/add-comment/\"\u003eAdd comment\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/no/btn_share.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eShare\u003c/td\u003e\n          \u003ctd\u003eClick here to share the report with your colleagues. See \u003ca href=\"/onestopreporting/reporting/reports/player/share-reports/\"\u003eShare report\u003c/a\u003e. This option is only available if the report template has been published.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/btn_Archive.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eSend to archive\u003c/td\u003e\n          \u003ctd\u003eClick here to archive the report. See \u003ca href=\"/onestopreporting/reporting/reports/player/archive-reports/\"\u003eArchive report\u003c/a\u003e. This option is only available if the report template has been published.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/shared-images/img/no/btn_history.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eHistory\u003c/td\u003e\n          \u003ctd\u003eClick here to view the report history. See \u003ca href=\"/onestopreporting/reporting/reports/player/view-report-history/\"\u003eView report history\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/reporting/reports/player/img/no/btn_close.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eClose\u003c/td\u003e\n          \u003ctd\u003eClick here to close the report template.\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n\u003cp\u003eSee also: \u003ca href=\"/onestopreporting/reporting/archive/report/drilldown-and-voucher-view/\"\u003eDrilldown and voucher view\u003c/a\u003e\u003c/p\u003e\n","children":[{"title":"Add comment","description":"Add comment sheets to report templates by typing directly or uploading templates.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/add-comment/","link":"/onestopreporting/reporting/reports/player/add-comment/"},{"title":"Run report","description":"Open the template, select the period, and click Run to update.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/run-report/","link":"/onestopreporting/reporting/reports/player/run-report/"},{"title":"Publish report template","description":"Publish drafts via the menu to make the report official.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/publish-report-template/","link":"/onestopreporting/reporting/reports/player/publish-report-template/"},{"title":"Share a generated report","description":"Run a report, select users or roles, and click Share.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/share-reports/","link":"/onestopreporting/reporting/reports/player/share-reports/"},{"title":"Archive report","description":"Run the report, select Send to archive, and find it there.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/archive-reports/","link":"/onestopreporting/reporting/reports/player/archive-reports/"},{"title":"Export report to Excel","description":"Open the template, run the report, and click Export to Excel.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/export-report-to-excel/","link":"/onestopreporting/reporting/reports/player/export-report-to-excel/"},{"title":"Export report as PDF","description":"Open the template, run the report, and select Download as PDF.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/export-report-as-pdf/","link":"/onestopreporting/reporting/reports/player/export-report-as-pdf/"},{"title":"View report log","description":"Open the log to view status, cancel, or remove report runs.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/player/view-report-history/","link":"/onestopreporting/reporting/reports/player/view-report-history/"}]}