Manage Reports Page: Custom Reports Tab
The Manage Reports Page is where individuals with a Reports Module Admin or Manager Module Level can create and manage reports. The Manage Reports Page is comprised of two tabs: Custom Reports and System Reports. The selected tab will be white, not green.
The Custom Reports Tab houses the Custom Reports Table showing any available custom reports created by users.
The Custom Report Table has a context menu accessible from the three-dot icon to the right of the custom report name.
Custom Report Content Menu Explanations | |
Option | Comments |
View Report | Selecting “View Report” from the context menu opens the View Report Modal which states the Report Title, the Primary Module, the creation date and time, and shares the Link Path if the report is public. |
Run Report | Selecting “Run Report” from the context menu runs the selected report and opens the report page showing all the data within. |
Copy Report | Selecting “Copy Report” from the context menu opens the Copy Report Modal which allows you to rename and create the copied report. |
Report Wizard | Selecting “Report Wizard” from the context menu opens the Report Wizard Page, which is used to customize a report after it has been created. WIKI LINK UNDERSTANDING THE REPORT WIZARD PAGE |
Download Report | Selecting “Download Report” from the context menu opens the Download Report Modal which offers seven options on a dropdown menu for download formatting. |
Edit Report | Selecting “Edit Report” from the context menu opens the Edit Report Modal, allowing an individual to alter their choices from the New Report Modal. WIKI LINK NEW REPORT MODAL COMMENTS TABLE |
Delete Report | Selecting “Delete Report” from the context menu opens the Delete Report Confirmation Modal that lists the title of the report to be deleted with the question, “Are you sure you want to delete this report?” |
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