1. Working with FreeForm
  2. Working with Reports
  3. Working with Legacy Financial Reports and Books
  4. Viewing and Updating Dynamic Reports

Viewing and Updating Dynamic Reports

You can view a dynamic report in HTML or PDF format. You can update the report by selecting different POV members or by expanding members.

  1. On the Home page, click Reports Icon of Reports on the Home page, and then click the report you want to see.

    You may need to expand a folder containing the report. You can toggle between viewing reports by a flat view or a tree view:

    Image for the flat view versus the tree view for displaying reports

    Tip:

    Click Refresh to see recently-saved reports.

  2. Click HTML, PDF, or XLS for the report.

    The POV on the top defaults to the last selected members. See Displaying the POV Member Selector for a Report. If there is no pre-defined member, see Step 4 for selecting POV members.

    For information on the XLS option, see Exporting Formatted Reports to Excel.

    Click Continue.

  3. Optional: Select the members you want to display from the Page drop-down list.
  4. Optional: If you view the report in HTML, you can expand members (for example, expand Q1 to display Jan, Feb, and Mar). Using the HTML Preview or PDF Preview toggle on the top left of the page, you can then switch to PDF with the expanded report displayed.

  5. Optional: If you view the report in HTML, you can select different POV members.

    • To search for a member, enter all or part of the name in the text box.

    • To change the member data displayed, click Member Selector icon.

      See Working with Members in Administering FreeForm.

    • Optional: In HTML Preview, click Export in Query-Ready Mode to export the report to Excel, reflecting the preferences that you set. See Setting Your Report Preferences.

      Note:

      Clicking XLS on the Reports page produces a fully-formatted Excel copy of the report, which is not dynamically linked to the source data.

    • Optional: You can export the report as fully-formatted to Excel. For example, if you've expanded rows and columns, use the Export to Excel toggle on the top left of the page.