Reports Navigation

This article takes you through how to navigate through reports.

Updated over a week ago

The 'Reports' tab contains two sections. On the left is the main menu and on the right are tabs. 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 reports that are similar

  • Delete reports that are not needed

The main menu, depending on system configuration, 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 on the icons to change the Main Menu mode or click on the currently active icon to collapse the main menu and hide it. To show the main menu again, click on any of the icons.

The Main Menu can be broken down into two components: the Report Tree and the Report Descriptions Window.

Report Tree

The Report Tree contains the individual user's view of their applicable folders/sub-folders and the reports contained within them. Folders that are marked as Read Only

cannot be modified in any way, with the reports and sub-folders within inheriting 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 dropdown 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 on a non Read Only folder within the report tree, a menu with the following options appears:

Add Child Folder: Allows the user to create a new folder within the existing folder.

New...: Allows a user to add a new report and specify the report type.

Rename: Allows the user to rename the folder.

Delete: Allows the user to delete the folder.

Note: A folder and all of its sub-folders must be empty in order to delete the folder.

Expand All: Expand the contents of the relevant folder, including all of its sub-folders.

Collapse All: Collapses the contents of the relevant folder, including all of its sub-folders.

Right-Clicking on Reports

If a user right-clicks on a report, a prompt with the following options appears:

Edit: Opens the report designer screen for the selected report.

Run Report: Executes the report and displays it in HTML format.

Export As: Allows the user to execute a report in any of the following formats - PDF, Microsoft Excel Workbook, CSV, RTF

Rename: Allows the user to rename the report.

Duplicate: This allows a user to duplicate a report and place it in a specified folder.

Delete: This allows a user to delete a 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 selected in the report tree. For more info on 'Report Descriptions', please see 'Report Types'.


Tabs make up the application's main interface. This is where users build, design, and view reports as well as 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.


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 cells’ font, font size, alignment, color, and borders.

  • Use the Formula Editor to create complex functions.

  • Insert charts, gauges, and images.

  • Link reports, allowing users to drilldown for more detail.

  • Save the report.

  • Run the report in the Report Viewer.

  • Export the report to Excel, CVS, 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

Clicking on the User Preferences icon in the top right corner of the window opens the 'User Preferences' dialog. It contains 2 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. Instead of showing the 'Getting Started' page, the startup reports are displayed.

To add a startup report, navigate to it in the dialog's report tree and then either 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.

Use the Delete icon to remove a startup report. This only stops the report from loading on startup, it does not remove the report actually.

User Reports

A user report is a report that has certain customization placed on it by an individual user 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.

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