Overview
The Output step of the Report Builder has two different functions, based on the status of the report:
- 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.
- 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
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Menu Item |
Description |
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Report |
This link allows you to access the Report menu items, including Save, Save As, Undo Changes, and Delete.
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Data |
This link takes you to the Data step of the builder.
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Charts |
This link takes you to the Charts step of the builder.
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Related Reports |
This link takes you to the Related Reports step of the builder.
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Output |
This link takes you to the Output step of the builder.
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Export |
You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print.
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Hide Table |
This allows you to hide the tabular display in the report, showing only chart(s). |
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Show Table |
This allows you to display a hidden table in the report output, showing chart(s) and table. |
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Report Formatting |
This menu allows you to apply formatting changes that affect the report as a whole.
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Column Formatting |
This menu allows you to apply formatting changes that affect a single field, rather than the whole report.
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Conditional Formatting |
This menu allows you to apply alerts to a field based on defined conditions.
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Section Formatting |
This menu allows you to apply formatting changes that affect to the way sections are displayed.
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Related Reports Formatting |
This menu allows you to apply formatting changes that affect the way Co-Display Reports are displayed.
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Filter Formatting |
This menu allows you to apply formatting changes that affect the way filters are displayed.
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Annotation |
This menu allows you to view and create annotations.
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KPI |
This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab.
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Summary |
This menu allows you to create a summary of the report's key metrics and category breakdowns.
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Details |
This menu allows you to view a useful collection of Report, Column, and SQL information.
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Close Builder |
This button closes the builder and returns you to your previous location. |
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Report List Panel |
This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page. |
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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 Multi-Chart Canvas.
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Active Output Step
Icon |
Menu Item |
Description |
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Report |
This link allows you to access the Report menu items, including New, Copy, and Delete.
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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, DOC, PDF, RTF, Text, XLS, and Print.
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Share |
This menu allows you to share this report with others through the use of Distribution, Email, and Embedding.
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Broadcast |
This menu allows you to schedule this report to be sent to users via Broadcast, FTP, and Subscriptions.
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Favourite |
This button allows you to add a report to your Favourites list for quick access. |
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Bookmark |
This menu allows you to create Bookmarks, Snapshots, and new versions of a report.
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Annotation |
This menu allows you to view and create annotations.
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Details |
This menu allows you to view a useful collection of Report, Column, and SQL information.
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Close Builder |
This button closes the builder and returns you to your previous location. |
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Report List Panel |
This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page. |
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Comments Panel |
This panel allows you to view, create, and manage comments made on the report.
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