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Understanding a Report Page

To the right of the report name header are six icons that serve as quick links for specific actions.

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Each report icon is explained in the table below.


Report Icon Explanations

Icon

Comments


The spreadsheet icon converts the table into a datatables table format (allowing for filtering by column and pagination of the table).


The excel icon downloads the report in an excel (.xlsx) file to your personal device.


The PDF icon opens a web-based PDF of the report in the same browser tab.


The download icon opens the Download Modal which allows an individual to select from seven different formats to download the report from a dropdown menu. Possible download formats are listed to the right.

Comma Separated Values (.csv)

Tab Separated Values (.tsv)

Other Separated Values (.txt)

Open Document Format (.ods)

Excel 97 (.xls)

Excel 2007 and later (.xlsx)

PDF


The chart icon opens the Chart Wizard Modal, allowing an individual to create a chart from the data generated by the report.


The external link icon opens the External Connection Modal which offers a detailed explanation on how to transmit report data to Power BI.