Report Writer - Report Listing
When you navigate to the Report Writer page the first section of the page includes a way to search for reports by folder, and then to view the selected folders reports in the report listing table. Once a report is selected you may Run or Edit the report, or perform additional actions such as: Rename, Save As, Define a Recurring Schedule, View Report Usage, Delete and Mass Delete. You may also create new reports from the Report Listing page.
Report Folders - Select a Folder dropdown
You may select a report to work with in one of two ways:
Click the dropdown box to display a listing of reports, and then scroll to the report you want to work with and click on the report name.
Click on the dropdown box to reveal the quick search field, then type a portion of the report name that you are searching for and the list will be refined to display reports that contain the search criteria. Once the report you are looking for is listed, click on the report name to select it
Note that reports that were not previously contained within a folder will be added to a new general folder labelled ‘Individual Reports’
Once a report is selected it will be highlighted in the table, and further actions can be performed. Also, note that once a report is selected it will display in the read-only field above the table labelled ‘Selected Report’ so that it is clear which report is selected, should you click the table paging buttons to navigate to a different page.
Advanced Search - click to perform an advanced search. Refer to the help topic 'Report Writer - Advanced Search” for more information
Running a Report
Once a report is selected, click the Run button located next to the read-only field ‘Selected Report’. The report will be added to a queue for processing, and the Processed Reports table will be updated to include the status of the selected report.
must select a single report, if you click Run before selecting a report, an error message will display
if you select more than one report and then click Run, an error message will display, only one report may be selected at a time to run
Once the report has been processed and is available for viewing a notification will display on your screen. Note that the notification will popup on other pages within the portal should you navigate away from the Report Writer page before the processing is complete.
To view the completed report, refer to the Processed Reports table. The completed report name will be a hyperlink to the report. Click on the hyperlink to view the completed report.
Note: Running reports from other applications, like Dashboards, or Insights, will not run reports to the batch queue. Selecting to run a report from the Dashboard or Insights will prompt the report to run immediately as it did prior to the new report batch functionality.
Editing a Report
Once a report is selected, click the Edit button located next to the Run button. The Edit popup will display where you may make changes to the existing report.
Once all changes are saved, you may may return to the Report Writer - Report Listing page by clicking the 'x' on the popup window.
Move: When saving changes to a report if a different folder is selected, you will receive an additional prompt to either Save a Copy or to Move the report. Selecting to Move the report will remove the report the current folder and add to the new folder.
Creating a Report
To create a new report click the Create Report button located at the bottom right of the report listing table.
Once the new report is saved, you may may return to the Report Writer - Report Listing page by clicking the 'x' on the popup window.
Delete/Mass Delete a Report
To Delete a single report, click on the report row to highlight it then click the minus sign located in the far right column of the grid. You will be prompted to confirm if you wish to continue with deleting the report.
To mass delete reports, perform a search to display the reports that you would like to delete, then click on the selector checkbox located in the left-most column of the table for each report to be deleted. Once reports are selected, click the Mass Delete button located below the table. You will be prompted to confirm if you wish to continue with deleting the selected reports.
Note that if only one report is selected the Mass Delete button will not be enabled.
Other Actions
When a report is selected you may perform other actions by clicking on the three dots (ellipses) located in the More Actions column.
Rename - click to rename the selected report, and a popup will display where you may modify the report name.
Save a Copy - click to save the selected report, and a popup will display where you may do one of the following:
make a copy of the report by changing the name and leave it in the current folder
make a copy of the report, and leave the name the same, but select a different folder to save the report to
make a copy of the report, and change the report name, and select a different folder to save the report to
Add Schedule - click to define a recurring schedule for the report. Refer to the help topic ‘Report Writer - Scheduled Reports’ for more information
Report Usage - click to view details about the selected reports usage