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Refer to RTA Reporting for a breakdown of function in the reporting tool

This application consists of two sections. On the left is the Main Menu and on the right are Tabs. The Main Menu displays the available reports, folders, and buttons. Tabs can contain the New Report Wizard, report outputs, design windows, or help pages.

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  • edit.png Edit: Opens the Report Designer screen for the selected report.
  • Run Report: Executes the report and displays it in HTML format.
  • Export As: Allows the user to execute a report in any of the following formats:
    • Excel — as a Microsoft Excel workbook
    • PDF — as a Portable Document Format (PDF) file.
    • PDF (Chained Report) v2021.2+ — available only for Dashboards, each tile appears as a page in a Portable Document Format (PDF) file.
    • PDF (Snapshot) v2021.2+ — available only for Dashboards, an image of the Dashboard as it appears on screen appears in a single page of a Portable Document Format (PDF) file.
    • RTF — as a Rich Text Format (RTF) file
    • CSV — as a plain-text Comma Separated Values (CSV) file

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