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GUIDE STATUS: 

Status
colourGreytitleDRAFTYellow
titleIn Review

  1. Input "Reports" into the filter navigator.
  2. Click View / Run under Reports.

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  3. Search for the report you would like to share by using the navigation bar at the top of the content frame. 
    1. Use the different tabs, My reportsGroupGlobal, or All to locate a report based on its current sharing settings.
    2. Once navigated to the right tab, use the search field at the right of the navigation bar to locate the specific report.

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  4. Click the title of the desired report.

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  5. There are a few different ways to export a report.
  6. First, if a report is a list, you can export the report as you would any other list.
  7. Right click on the header row of the list. A menu with options will appear.


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  8. Hover over Export, and click ExcelCSVJSON, or PDF.
  9. If exporting to a PDF, hover over PDF and choose one of the orientation options.


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  10. Save the file to your computer.
  11. To export a visualization, there are two options. 
  12. To export the visualization as a PNG or JPEG file, hover over the visualization, and click the menu icon at the top right.

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  13. Then click Save as PNG or Save as JPEG.


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  14. To export the visualization as a PDF, click the share icon at the top right of the content frame.

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  15. A side menu will appear. Click Export to PDF.

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  16. A dialog box will appear. Select one of the radio buttons for Orientation and one for Delivery.


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  17. Click Export.

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Update Log

Updated ByDateNotes
Michael Anthony Waara  First draft complete. Pending review.
Michael Anthony Waara  Initial Creation.