Reporting 2.0 - Report Viewer

After a report is saved, you can click the report title on the My Reports page to open the report viewer. When clicking the report for the first time, the report automatically refreshes. The viewer shows the first 2,000 rows of data, with filter properties applied if filters were used in the report.

To access the report viewer page, go to Reports > Reporting 2.0. Then, click the name of a report to open the report viewer.

The following options are available when viewing reports in the viewer:

  • Refresh - Click Refresh to update the report with the latest data. It is important to refresh after making changes to the filters.
  • Export Options - Click the options drop-down to view the export options for the report. When exporting, the maximum number of records that are exported is 200,000. The following options are available:
    • Excel
    • CSV
    • HTML
    • PDF
    • Word
  • Edit - Click the dotted line to enable the Edit option to appear. Then, click Edit to edit the report. This opens the report builder, where you can modify the report as needed. Then, click Save to save the changes.
  • Copy - Click the dotted line to enable the Copy option to appear. Then, click Copy to copy the report. This opens the report builder, where you can modify the report as needed. Then, click Save to save the copied report.
  • Delete - Click the dotted line to enable the Delete option to appear. Then, click Delete to delete the report.
  • Expand/Collapse - When viewing a summary and hierarchy report, an Expand/Collapse option is available so that you can expand and collapse all levels.

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