Reports can be accessed in two ways:
- Expanded to show report basic information, e.g. report owner, created data etc.
- Opened to view the report content
Expand a report
You can expand a report to quickly preview information about the report.
1. To expand a report in the Report List, click the corresponding icon on the right side of the list. To minimise a report, click on the icon.
The expanded view is displayed.
The following information about the report is displayed:
Title | Description |
Report Owner | The system administrator will usually own the report. |
Created By | The person who created the report. |
Last Edited By | The person who last edited the report. |
Number of Views | The number of times the report has been viewed. |
Average Rendering Time | The time taken by Minfos Online Reporting to display the report. This value can be useful during report design to optimise report display performance. |
Version | The version number of the report |
Created Date | The date that the report was created. |
Last Edited Date | The date that the report was last edited. |
Last Viewed | The date that the report was last viewed. |
2. The expanded view also displays the following buttons for modifying and sharing the report.
Title | Description |
Open | The report will open in View mode, and prompt for required filters. |
Edit | There are two levels of editing. From the dropdown list select an option:
|
Copy | Allows the user to copy a report to a new name and/or a new category and sub-category, leaving the original report intact. |
Export | Choose to Export the report in CSV, MS-Excel, and PDF formats. |
Can be used to send an attachment or embedded HTML link to the report to others. | |
Subscribe | You can setup one or more Subscriptions or Alerts to a report |
Open a report
The Report Viewer page allows the user to:
- View the report in the browser
- Change filters to refine the displayed information
- Use Quick Edit mode to configure report part properties
- Set up Subscriptions
- Export reports
- Email the report as an attachment or embedded HTML
- Copy and Move reports between categories
- View the report History
1. To open a report, either click the Open button in the expanded view
Or
Click on the report Name.
2. To close a report and return to the report list, click on the Reports tab.