Refer to RTA Reporting for a breakdown of function in the reporting toolThis 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.
...
If a user right-clicks on a report, a prompt with the following options appears:
...
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
Schedule Report: Allows the user to schedule a report to run immediately, at a later time, or at regular intervals. For more information on scheduling reports, please see Scheduling Reports.Email Report: This allows a user to Email a report immediately to a specified email address. Clicking the an Export As option allows the user to specify the export format type.
...
This window displays the description of the selected report. If the report was never given a description, this window remains blank when the report is selected in the Report Tree. For more info on Report Descriptions, please see Report Types.
...
Tabs
Tabs make up the application's main interface. This is where users build, design, and view reports as well as access help pages. Tabs can be closed by clicking the 'X' to the right of the tab name.
...
To learn more about getting started, continue with Report Types.