Open report template

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 in the list, and click  Open.
  • Click  on the report template thumbnail.
  • Double-click the report template in the list.

The following options are available:

Button Name Description
Select period Click  to select/edit the period for which you want to get data.
Run Click here to generate the report. See Run report. All generated reports can be viewed in the History dialog.
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 Click here to delete the most recent report.
  Export to Excel/ Export to PDF  Click here to export the report template to Excel or as a PDF file.
Print Click here to print the run report. See Print report
  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.