The Reports tab is where you will find pre-established reports that you can use to run reports on your Design Registrations. You can save pre-established reports, use available filters to.
Locate a report to open using the report folders navigation area.
Use the Search reports field to locate a report within the folder you are viewing.
To run a specific report, click on a report name.
When you open a report, you will have the following reporting options:
Click a column name in the report to sort by that column.
Click the drop down arrow in the report column to group rows by that field or to remove a column from your view. NOTE: Removing a column only removes the column as you are viewing the report.
Use the report options buttons to search a report table, toggle chart visibility (if the report includes a chart), add or remove filters displaying report data, collaborate with colleagues about a report, or refresh the report you are viewing.
Click the drop down menu in the report options area to export the report you are viewing to Excel or CSV format. Modifications you have made to your view of a report are also observed in the version that is exported.
Editing and Saving Reports
Before editing a report that is located in a public folder (which is accessible by all users), the report should be cloned using the Save As option for the report.
When using the Save As option, save the report to your Private Reports folder. To do this, click the Select Folder button on the Save Report As window. To locate the Private Reports folder, click the All Folders link at the top, then click the Private Reports folder.
To edit a report that you have cloned, click the Edit button.
When editing a report, make note of the following features:
Columns that are currently visible in a report are listed in the Columns section in the Outline panel. Using the Columns section, you can add or remove columns that are showing. You can also modify the order that columns appear in a report by dragging columns around in the Columns section.
To edit report filters, use the Filters panel. This allows you to control which design registrations you are viewing in a report.
To view a complete list of fields available to include in a report, click the Fields panel (hidden by default). Fields can be added to a report by dragging and dropping into the Columns section.
Click Run to view your edited report.
If you are editing a cloned version of a report, click the Save button. If you are editing an existing report (one that you did not clone), click the Save As button.
Exporting a Report
Reports can be exported as a formatted report into Excel, or as data that can be uploaded to other systems.
Click the report options drop down menu and select Export to display export options.
The Formatted Report option includes the report header, groupings, and filter settings. The downloaded format is Excel only.
The Details Only option includes the data only. The downloaded format is Excel (.xls or .xlsx) or Comma Delimited. Encoding can also be selected for this type of download.