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Report Definitions
Working with the Report Viewer

When you run a report definition, the results display in the Report Viewer. The Report Viewer provides many options for manipulating the displayed report.

From the Report Viewer, you can also open a report for editing in the Report Editor.

Viewing reports

The Report Viewer shows the name of the report and the date and time when it ran.

After you run a report, you can use a search box to search for specific text within the report. When searching for text, click the search icon repeatedly to move the cursor from instance to instance of the search term in the report.

When viewing a list report in which paging is enabled, you usually only see a single page of results at a time (typically, 50 rows). Use page links at the top of the report to move to other pages.

When viewing a summarized report, you usually see results grouped by the values of one or more columns. Each group section shows one or more subtotals, sub-averages, or other values for that group.

Each group is expandable and collapsible for easier viewing by clicking the arrows to the left of the group headings. The Expand all group headings and Collapse all group headings links at the top of the report let you expand or collapse all group headings with a single click.

You can drill down to view detailed information about that row or cell by clicking on a row or cell of a summarized report. You can use the breadcrumb trail at the top of the report to return to the original, summarized report.

If the report developer enabled sorting, you can click on a column heading to sort the report by the values in the column. An arrow indicator and a small number beside the column name indicate in which direction (highest to lowest, or lowest to highest) the column is sorted and where it stands in the sort order, if sorting is used for multiple columns.

Actions menu

If the report developer enabled actions, the Report Viewer includes an Actions menu with one or more of the following options:

Column menu for list reports

For list reports, click the triangle at the right of any column header to display the column menu, if enabled by the report developer. The menu options are:

Column menu for summarized reports

For summarized reports, right-click any column header to edit, reformat, or delete that column. The menu options are:

Filtering

Filter conditions restrict which rows of data are included in a report (such as "only orders from these customers" or "only open cases"). Filter conditions display above the report results. However, filter conditions can be defined in the rule form and not display on the report.

You can add new filter conditions in the Report Editor, or in the report definition that supports the report.

The report developer can enable the following options:

Editing filter conditions

Filter conditions that you can edit display as hyperlinks. Click a filter link to open the Edit filter form. This form shows the following information and options for the selected filter:

Click Apply to save your changes, or click Cancel to close the form without changing the filter.

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