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Actions menu options for reporting

Actions menu options for reporting

The Actions menu in the Report Viewer and the Report Editor provides options for working with a report, such as saving, printing, and exporting the report.

The availability of the following options depends on whether you are in the Report Viewer or the Report Editor:

  • Refresh — Runs the report to refresh the results.
  • Save as — Saves the report, and any changes that you made, as a new report. After you save the new report, the report opens in edit mode in the Report Editor.
  • Report details — Displays the name, description, and key of the report, along with the category that the report is assigned to. When you are in edit mode, you can modify some of this information; however, you cannot modify the report key. The report key is a unique identifier for the report that is automatically generated.
  • Print — Prints the report results.
  • Export to PDF — Exports the report results to a PDF file, including any charts. If text in the report is other than English, you might need to provide character support for that language.
  • Export to Excel — Exports the report results to an Excel workbook.

  • Report results

    After a report runs, the results display in the Report Viewer. The Report Viewer shows the title of the report, and the date and time when the results were generated. The Report Viewer also provides options for working with the results.

  • Converting a summarized report to a list report

    Make the report more readable to facilitate the data analysis by displaying the summarized columns in the form of a list.

  • Converting a list report to a summarized report

    Analyze the numerical data to discover the number of particular events in the application by converting the list report to a summarized report. For example, you can summarize the total number of user identities in the application.

  • Duplicating existing reports

    Safely modify report data without affecting the existing structure by duplicating the report. For example, you can use the data from the original report, but filter or organize the information differently.

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