See below for browsing reports.
To browse reports
- Log in as an administrator with either:
- The global_admin role.
- A Custom Role with permission to view reports.
- Go to Report > Designer.
- Define report views.
- Unfold the Columns list to select the properties you want to display as columns.
- Click Show Filter Options to display a filtering form below each column name.
- Select Show Filter Options / Remove all filters to remove all filters.
- Select Show Filter Options / <column> to remove the filters on the <column> column.
- Click Show Filter Options to hide the filtering options and keep the filters.
- Click Items per page at the bottom of the page, select the number of items to view per page: 10, 25, 50, or 100.
- Click Reset layout to remove all the column and filter customizations.
- Click the refresh icon to rerun the query with the current filters.
- For each report in the main grid, browse the following settings.
Report Type
The type of report.
Report type | Description |
|---|---|
Global | A predefined report, visible for all users. For example, in the dashboard Dashboard. |
personal | A report created by an administrator, as explained in Creating a report. |
Report Name
The name of the report.
Description
A description of the report.
Schedules
The number of scheduled generations for the report. Click this number to browse these schedules on the Report Schedules page.
Next Scheduled Run
The name and date of the next programmed Report Schedule for the report.
Owner
The username of the report owner. The user who creates the report is automatically made the owner. The report owner can always view, edit, or delete the report.
You can later edit this field and assign ownership to someone else.
Authorization Tags
The optional authorization tags for managing the report. Authorization tags are defined as part of a <user_defined> role and selected here to give explicit control over a report. Users possessing a role referencing the same tag can use, edit, or delete this report. These permissions are in addition to any users with roles enabling them to view, edit, or delete reports globally.
Actions
The actions supported by the report. Select:
- Design for Designing a report
- Manage Schedules for managing the report Schedules for this report.