Managing and Printing Your Reports

Use the Edit button to switch between Edit and View modes.

 

Use the File and Export menus to create new reports, to Load, Save, to get a Link URL for distribution or to Export a report to a CSV file.

Switching to Edit Mode

To edit a report, you must be in Edit mode.

To switch to Edit mode:

Reports window in Edit mode

Loading a Saved Report

You can save any number of reports, then open, view or print them at a later time.

To open a saved report:

  1. From the Report window's File menu, choose Open. A list of saved reports appears, as shown below. Each report shows a summary of selected parameters.
  2. Click the report you want to load, then click Load Report. To create a new report instead, click Report Templates to view available templates.



The Saved Reports list

Deleting a Saved Report

You can delete a saved report from the Saved Reports list.

To delete a saved report:

  1. From the Report window's File menu, choose Open. A list of saved reports appears, as shown above.
  2. Click the report you want to delete, then click Delete. A Confirm window appears.
  3. Click OK. The selected report is removed from the list.

 

Exporting and Linking to a Report

Use the Report window's Export menu to obtain a URL for distribution, or to export the report data in a CSV file.

To get the URL to a report:

  1. After viewing the report, choose Link URL from the Report window's Export menu. The Link URL box appears as shown.



  2. Copy the URL and paste it into an email, document, or other container you want to use to distribute it.
  3. Click Cancel to close the Link URL box.
  4. To protect the URL from being changed, select Lock against changes.

To export a CSV file:

  1. After viewing the report, choose CSV File from the Report window's Export menu. The result depends on your browser, but a file save action is initiated.
  2. Choose a location for the file, and click Save (again, the actual name depends on your browser.) A CSV file is saved to the specified location.