Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

  • Add Root Folder: Allows the user to create a new folder in which to place the existing folder.

  • Add Child Folder: Allows the user to create a new folder within the existing folder.

  • New...: Allows a user to add a new report to the folder and specify the report type.

...

  • icons.rename.pngImage Modified

     Rename: Allows the user to rename the folder.

  • icons.delete.pngImage Modified

     Delete: Allows the user to delete the folder.

...

  • 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

...

  • icon.duplicate.png Duplicate: This allows a user to duplicate a report and place it in a specified folder

  • icons.delete.pngImage Modified

     Delete: This allows a user to Delete a selected report.

...