The 'Reports' tab comprises two sections. The main menu is on the left, while the tabs are on the right. The main menu displays the available reports, folders and buttons. Tabs contain the new report wizard, report outputs or design windows.
Main Menu
Through the main menu, you can:
Create new reports
Search for reports
Read report descriptions
Run reports
Export reports to other types (Excel, PDF, RTF and CSV)
Duplicate reports to save time setting up similar reports
Edit reports
Duplicate reports to save time setting up similar reports
Delete reports that are not needed
Depending on the system configuration, the main menu has three mode icons on the left side. They are:
 | Create New Report |
 | Browser Reports |
 | View Data Objects |
The active mode is indicated with a blue icon. For example, when the Browse Reports mode is selected, the icon looks like this:
Click the icons to change the Main Menu mode, or the currently active icon to collapse and hide the main menu. To show the main menu again, click any of the icons.
The Main Menu can be broken down into 2 components: the Report Tree and the Report Descriptions Window.
Report Tree
The Report Tree displays each user's perspective of relevant folders and subfolders with the associated reports. Folders marked as Read Only cannot be altered, with the reports and sub-folders receiving the same permissions (unless otherwise specified).
A user can view a list of a folder's contents by double-clicking the folder name or by left-clicking the drop-down arrow next to the folder name. Right-clicking the folder name will bring up an options menu.
Right-Clicking on Folders
If a user right-clicks a folder within the report tree which is not read-only, a menu with the following options appears:
Icon | Title | Description |
 | Add Child Folder | Creates a new folder within the existing folder. |
| New... | Add a new report and specify the report type.  |
 | Rename | To rename the folder. |
| Delete | Deletes the folder. Note: A folder and its sub-folders must be empty to delete the folder. |
| Expand All | Expands the contents of the relevant folder, including its subfolders. |
| Collapse All | Collapses the contents of the relevant folder, including its sub-folders. |
Right-Clicking on Reports
If a user right-clicks on a report, a prompt with the following options appears:
Icon | Title | Description |
 | Edit | Opens the report designer screen for the selected report. |
 | Run Report | It runs the selected report and presents it in HTML format. |
 | Export As | Exports the selected report in PDF, Microsoft Excel Workbook, CSV, and RTF formats. |
 | Rename | Renames the selected report. |
 | Duplicate | Creates a copy of the selected report and places it in a specified folder. |
 | Delete | Deletes the selected report.
|
Report Descriptions Window
This window displays the description of the selected report. If the report was never given a description, this window remains blank when the report is chosen in the report tree. You can also refer to 'Report Types' for more information on 'Report Descriptions'.
Tabs
Tabs make up the application's main interface. This is where users build, design, view reports, and access dashboards. Tabs can be closed by clicking the Close Tab button to the right of the tab name.
Tabs can be rearranged by clicking and dragging them left or right.
Right-clicking on a tab displays additional tab options, such as closing the tab or closing all other tabs.
Toolbar
Once a report has been created and opened in the report designer, the user may interact with it using the toolbar.
The Toolbar enables users to:
Rename the report.
Add, modify, or remove sorts and filters.
Format the cell's font, size (font size), alignment, colour, and borders.
Use the Formula Editor to create complex functions.
Insert charts, gauges, and images.
Link reports, allowing users to drill down for more detail.
Save the report.
Run the report in the Report Viewer.
Export the report to Excel, CSV, RTF, or PDF.
Add or remove Data Categories from the report.
Add an Action Event. (If you do not see this option, your administrator may have disabled it.)
User Preferences
Click the User Preferences icon at the top right corner to open the 'User Preferences' dialogue. It contains two tabs: Startup Reports and User Reports.
Startup Reports Tab
A startup report is a report, Dashboard or ExpressView that runs automatically when the Reports tab is launched. Rather than showing the 'Getting Started' page, the startup reports are displayed.
To add a startup report, navigate to it in the dialogue's report tree, then drag it to the box on the right or click the + Add button at the bottom of the report tree.
Use the Move Row Up and Move Row Down icons to change the order of the startup reports.
Click the Delete icon to remove a startup report. This stops the report from loading on startup; however, it does not remove the report.
User Reports
A user can customize a user report from within the Report Viewer. For example, a user might make certain filter value selections.
Any of your user reports will be shown in this list. User reports may be deleted by clicking on the icon on the corresponding report row. User reports are added from within the Report Viewer.
Next Article: Ready to Use Reports (Standard)