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 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 see your report in full screen. Click again to go back.
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, like you 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