Reports give you a fast way to view your data and are available from the Reports feature set. When you select a report, the report either opens the data in a grid view, opens the data directly in Microsoft Excel (Open XML), or exports the data as a CSV file. Some reports allow you to modify the query before it runs by entering the parameters to return a targeted set of data in the results.
Each report configured to display appears with an icon that indicates how the results are returned.
|
Select this |
To do this |
|
|---|---|---|
|
|
Run |
Runs the report and displays the report data in a list. You can save the report as a file. |
|
|
Download |
Exports the report as a file and saves it. This could be a CSV or Excel (Open XML) file depending on the format configured in the report. |
|
|
Query |
Provides a dialog to filter the report data using parameters to return a targeted set of data. |
|
|
Launch |
Runs the report and displays the report in a new browser tab. |
-
All the reports displayed in the Web Client are created in the Desktop Client using the report definitions. For more information on managing the reports, see Configure reports.
-
The user role and the scope selected restrict the availability of the reports. For more information, see Understanding scopes.