Skip to end of metadata
Go to start of metadata

 

Overview

The Output step of the Report Builder has two different functions, based on the status of the report:

  1. Draft: when a report is in draft mode, the Output step provides formatting functionality to allow the report writer to change the display of the table, and define the multi-chart canvas if required.
  2. Active: when a report is active, the Output step of the builder provides report action functionality, along with the option for appropriate users, based on role permissions, to place the report back into draft mode and edit various components. Report actions include exporting, sharing, and broadcasting the report.

 

Draft Output Step

When you are viewing a draft report you will have access to the following menus, depending on your role permissions.

Icon

Menu Item

Description

 

Report

This link allows you to access the Report menu items, including Save, Save As, Undo Changes, and Delete. See Report & Edit Menus for more information.

 

Data

This link takes you to the Data step of the builder. See Data for more information.

 

Charts

This link takes you to the Charts step of the builder. See Charts for more information.

 

Related Reports

This link takes you to the Related Reports step of the builder. See Related Reports for more information.

 

Output

This link takes you to the Output step of the builder. See Output for more information.

Export

You can export your reports in a number of formats, including; CSV, DOCX, PDF, Text, XLSX, and Print. See Exporting Report Content for more information.

Hide Table

This allows you to hide the tabular display in the report, showing only chart(s).

Note: the report must contain a chart for this option to be available.

Show Table

This allows you to display a hidden table in the report output, showing chart(s) and table.

Note: the report must contain a chart for this option to be available.

Report Formatting

This menu allows you to apply formatting changes that affect the report as a whole. See Report Formatting for more information.

Column Formatting

This menu allows you to apply formatting changes that affect a single field, rather than the whole report. See Column Formatting for more information.

Conditional Formatting

This menu allows you to apply alerts to a field based on defined conditions. See Conditional Formatting - old for more information.

Section Formatting

This menu allows you to apply formatting changes that affect to the way sections are displayed. See Section Formatting for more information.

Related Reports Formatting

This menu allows you to apply formatting changes that affect the way Co-Display Reports are displayed. See Related Reports Formatting for more information.

Filter Formatting

This menu allows you to apply formatting changes that affect the way filters are displayed. See Filter Formatting for more information.

Annotation

This menu allows you to view and create annotations. See Report Annotation for more information.

KPI

This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab. See KPI Reports for more information.

Summary

This menu allows you to create a summary of the report's key metrics and category breakdowns. See Report Summary for more information.

Details

This menu allows you to view a useful collection of Report, Column, and SQL information. See Report Details for more information.

Close Builder

This button closes the builder and returns you to your previous location.

Report List Panel

This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page.

Multi-Chart Canvas

This panel is available when multiple charts have been created on the Charts step of the builder. It allows you to configure your Canvas. See Canvas for more information.

 

Active Output Step

When you are viewing an active report you will have access to the following menus, depending on your role permissions.

Icon

Menu Item

Description

 

Report

This link allows you to access the Report menu items, including New, Copy, and Delete. See Report & Edit Menus for more information.

 

Edit

This link allows you to access the Edit menu items, including Data, Charts, Related Reports, Output, and Name & Description.

Export

You can export your reports in a number of formats, including; CSV, DOCX, PDF, Text, XLSX, and Print. See Exporting Report Content for more information.

Share

This menu allows you to share this report with others through the use of Distribution, Email, and Embedding. See Sharing for more information.

Broadcast

This menu allows you to schedule this report to be sent to users via Broadcast, FTP, and Subscriptions. See Broadcasting for more information.

Favourite

This button allows you to add a report to your Favourites list for quick access.

Bookmark

This menu allows you to create Bookmarks, Snapshots, and new versions of a report. See Bookmarks & Snapshots for more information.

Annotation

This menu allows you to view and create annotations. See Report Annotation for more information.

Details

This menu allows you to view a useful collection of Report, Column, and SQL information. See Report Details for more information.

Close Builder

This button closes the builder and returns you to your previous location.

Report List Panel

This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page.

Comments Panel

This panel allows you to view, create, and manage comments made on the report. See Comments for more information.