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When you run an Advanced Report

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or Express Report,

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the output is shown in a paged, interactive format called the Report Viewer. The viewer shows you the report populated by all of its data. You can page through the data and search for specific items. You can also make some additional adjustments to the report, such as styling cells or changing column sorts.

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The interactive Report Viewer

To run a report in the Report Viewer:

  • If you are in the Report Designer,

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  • click Run Report.

    Tip: 

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  • The Run Report

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  •  button also saves the report.

  • If you are in the folder tree, click

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  • the Run screen.run_report.pngImage Modified icon, or click

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  • the Menu screen.report_tree_menu.pngImage Modified icon and

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  • select RunReportSmall.pngImage Modified Run Report.

The Report Viewer opens in a new tab, indicated by the viewer TabInteractiveSelected.pngImage Modified

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 icon. This tab represents an instance of the report output as you have just run it. If you go back and edit the report, you need to run it again to see the changes. This will open another viewer tab, and you can go back and close the old one.

Page through the report by using the navigation

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icons PageHome.pngImage Modified PageUp.pngImage Modified PageDown.pngImage Modified PageEnd.pngImage Modified. Search through the report output by typing into

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the Find field.

If you want to save the output, you can export from the Report Viewer to a PDF, RTF, CSV, or Excel file.

AlertToolbarMedium.pngImage Modified Truncated results displayed

This icon and message indicates that the report has only returned

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partial data set. There are fewer detail rows than the full set, and aggregate formulas and visualizations apply only to the data that was returned to the report.

To get more data, click the icon and select either:

  • Generate +number to get the

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  • next number

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  •  of data rows and add them to the existing report.

  • Generate All

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  •  to get the full data set.