Page History

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Contents

• How to Create a Report
• How to Edit a Report
  • Tips for Efficient Report Creation
• How to Edit a ReportHow to Copy a Report
• How to Create a Report based on a Template
• How to Set Permissions for a Report
• How to Export a Report to Excel
• How to Export a Report to PDF
• How to Export a Report as a Microsoft SharePoint Web Part
• How to Send a Report via Email
• How to Set an Email Distribution List for a Scheduled Report
• How to View a Report from SharePoint's "Site Actions" Menu

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1. In the Navigation pane, under Report Center, click a folder in the Reports tree, and then select New Report. (You can first create a Reports folder by selecting New Folder...)
   
   
   Create a new report
    
    
2. While in the New Report dialog, select the Blank Report option and click Next:
   
   
   Create a Blank Report
   
   
   

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   create-new step 3 create-new step 3

   Enter the Name and Description fields, and then click Next.
   
   To display dates in the Name field of generated reports, use may the following variables: $now$, $today$, $lastday$, $thisweek$, $lastweek$, $thismonth$, $lastmonth$, $thisquarter$, $lastquarter$, $thisyear$, $lastyear$
   
   
   New Report Property Details
   
   
   
4. Choose to either schedule the report by day, week or month from the drop-down menu, or you can generate your report manually by choosing selecting This is an Ad-hocHoc report. Then click OKNext. 
   
   
   Report scheduling
   
   
5. Your should now be viewing your newly created report in edit mode. The report also appears in the Navigation Pane and can be viewed and edited freely by anyone with sufficient permissions. As you move your mouse cursor around the main window, you'll notice that each square of the report grid displays a plus sign (+), Click any square to add a new widget to in the main window of the report. 

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edit report edit report

How to Edit a Report 

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1. Find the report you would like to edit in the Navigation Pane

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1. , click it, and then select Edit from the contextual menu.
   
   Image Modified
   

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1. Report Contextual Menu
   
   
2. The blank report will open in Edit Mode. When a report is in Edit Mode, you can add widgets to it, change the time range, edit filters and export a CSV file for use with Excel and other spreadsheet applications.
3. Click Add at the top of the Central Area Toolbar and select a widget to add to the report (for a complete list of available widgets, see the Reports Gallery).
   
   
   Add widgets to a report
   
   
   

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   top toolbar top toolbar

   The following actions are available in the Top Toolbar while in Edit Mode or Static Mode:
   
   
   • Add - add widgets to the report.
   • Actions Menu
     • Remove All Widgets - Clears all widgets from the current report.
       
     • Refresh - refresh the report's settings.
     • Generate Report - create the report in real time.
     
     
     Actions menu
     
   
   
   • Share Menu
     • Export to CSV - Export the data to Microsoft Excel or other spreadsheet applications.
       
     • Distribution List - Send the report to a distribution list.
       
       
     
     Share menu
     
     
     Filters menu
     
     
5. After designing the report, it is possible to create a static version with real time data (by selecting Generate Report) or to wait until the report is automatically generated according to the report scheduling. As long as there are no static versions for the report, it will be displayed in Edit Mode (if there are edit permissions for the current user) if it is selected from the Reports tree in the Navigation Pane. Otherwise, the latest static version will be displayed.
   
   
   A Static Report with Active Widgets
   
   
   
6. Edit the time frame for a static report by clicking the current Date Range menu on the top right of the report.  Select the desired date range or Customize and click OK.
   
   
   Choose Date Range Menu
   
   
   
   Customized Date Range
   
   
7. To remove the report, including all previous versions right click the report and select Delete. To remove only the previous versions of the report, select Delete Historical Data. The report's Historical Data refers to all prior versions that are saved in the system. If a version exists for a selected date range, the original saved version is displayed, and no query is submitted to the database. This is in order to save system resources and speed up report generation.
8. To modify the report properties including report title, description, and scheduling type), click the report and select Properties on the Navigation Pane.
9. To view the report in a new window (without the CardioLog scheme) on the Navigation pane, click the report and select Browse. You can only select Browse after at least one report has been generated.
   
   
   

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You can export a report to CSV file format, which can then be read by most spreadsheet applications. Unlike other file types, you may export a report that is actively being edited, or has not been generated yet.

1. Click Export to CSV from the Share menu.
   
   
   Share menu in Edit mode
   
   
2. The report will be downloaded to your default downloads location.

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