Viewing a report

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There are several ways to run a report. Choose one of the following:

• On the Report Definitions page, select a case series. Select the row menu () for the report definition, and select Run.
• When editing a report definition, click Save & Run or Run.
• On the Interactive Reports page, click for an interactive report, and then click Run.
• For a query-based interactive report, you must select a data configuration and run a query. The application runs the query and the report against source data for that data configuration. The report is run against only cases that meet the query criteria.
• When you view a query-based report from the Interactive Reports page, you select a data configuration against which to run a query. The source data for the report is the set of cases in the selected data configuration that match the report's query.
• On the Queries page, click for a query, and then click Report.
• Drill down to the Cases page, and click Report.
• You can drill-down on a count or graph element elsewhere in the application to run a report definition against cases that make up the count or are represented by the graph element.

The application runs the report and displays the report output.

Working with report data

1. If you have the Create Report Definitions permission, you can click Edit Definition. The Edit Report columns page appears and you can modify the definition as needed.
2. To save report output so it can be viewed later, click Save Output. (This option is not available if you are running a report definition after drilling down.) You can also run a report definition and save its output in a single step. For more information, see Creating a Report Output.
3. To create a new case series containing cases in the report, click Create Case Series. This option is available only if the case IDs in the first column of the report contains links.
4. To show the report data in a graph format, click Choose Graph.
5. To save the report as an attachment to a topic, click Save to Topic (available if the topics feature has been set up).
6. To print the report, click Print.
7. To download report data, click Download. The column names are created from the labels in the report definition, followed by the breakdown specifications.
8. To show descriptive information below the report, click Show Notes.

Managing report rows

1. To specify how many rows should display at a time, enter a number in the Rows per Page field and press the Enter key. You can display up to 999 rows on each page.
2. To go to another page, you can do the following:
3. To view the next page, click .
4. To view the previous page, click .
5. To view the specific page, enter a number in the Page field and press the Enter key.

• To find specific text on a page, select Find on the browser (Internet Explorer) Edit menu. For efficiency, you may want to set the Rows per Page to a large number before using the Find feature.

Sorting the report

You can sort a table by up to three columns. The current sort order appears above the table. You can sort a column as follows:

1. To sort a column, click the column header. The column is sorted, and an arrow is displayed next to the column name to indicate the sort order. To sort in reverse order, click the column header again. The previous primary sort order (if any) becomes the secondary sort order. The previous secondary sort order (if any) becomes the tertiary sort order.
2. Click Columns or Columns and Rows. (See Arranging table columns.)

Note: In displayed reports, sorting is case-insensitive.

Underlined counts (N) are links. Click the number to display a menu from which you can drill-down. If specific case IDs appear in the report as a link, click a case ID to view case details.