Open a Report from the Reports Explorer

You can open reports using the Reports explorer.

Staff members with the appropriate permissions can open standard and custom reports from the navigation pane or from the Reports explorer. You can double-click a report in a navigation list or double-click the Reports explorer to select a specific report to open.

  1. Click Analytics on the navigation pane.
  2. Double-click Reports Explorer.
    The explorer opens on the content pane. The folders tree displays on the left and a detailed list of the selected folder’s contents on the right.
  3. In the list on the right, right-click the report you want to open and select Open.

    When you open a report, the Search window may display where you can specify the search parameters you want to use for the report. The window displays if the report has required runtime selectable filters or is configured to display the Search window. For information about using the Search window, see How You Search in Reports.

    In addition, when you attempt to open reports that examine a large amount of data or that may take a long time to run, an options to queue the report may display. See Overview of Queuing Reports.

    This table describes the standard sections you will see when you view reports. Reports may not include all sections.

    Report Sections

    Field Description

    Docked Filters

    Docked runtime filters defined in the report display above the report output, allowing you to quickly select different filter values. For information about adding docked runtime filters, see Add Variables or Runtime Filters to Docked Filters.

    You can dock output variables in reports in the same manner as runtime filters.

    Report Header

    Text added to this area displays near the top of each page in the report. See Add a Text Field to a Header or Footer.

    Output Descriptions

    Report output descriptions let the report’s creator relay information, such as the report’s intended purpose, to those who view the report. Output descriptions can display inline, on a separate tab, or on column rollover.

    Search Criteria Descriptions

    Descriptions of the filters in the report can display to describe the report’s filters and values. See Overview of Search Criteria Descriptions.

    Charts

    Any charts defined in the report display above the tabular report output. See How to Add and Edit Charts.

    When viewing a chart in a report, you can right-click the chart to switch to a two- or three-dimensional view. When viewing a three-dimensional chart, you can right-click the chart, select Rotate, and drag the chart to change the viewing angle.

    Data Area

    This area contains the tabular report output.

    Report Footer

    Text added to this area displays near the bottom of each page in the report. See Add a Text Field to a Header or Footer.

    Data Exceptions

    Records matching data exceptions defined in the report are flagged, and a summary of the data exception can display in the report output. See Create a Data Exception.

  4. If output or search criteria descriptions are displayed as a tab in the report, click the Descriptions tab to view the descriptions. Descriptions can also display as inline text in the report header, or by rolling over the column names in the report.