View

Use the View page to locate and display a report you created or one that has been created and shared with you. Quickly locate and select a report filter or style, and print a report. In addition, access report information in one of the following formats: PDF, CSV, TXT, XML, and json.

Note: You can also view reports from any of the report pages: Designs, Charts, Filters, Styles, and Packages.

Viewing a Report

1. Select Reports from the main menu.

2. Select View and select the report you would like to view.
   Example:
   

3. Select Any Type.
   Example:
   

4. Select Any Source.
   Example:
   

5. To edit the report, select Edit.

6. To view the report, select View and select the format: PDF, CSV, TXT, XML, or json.

7. To display this report with data from the past or future, select the calender picker or the forward or backward arrows.

8. To change the data, select Filter and select Fields > Add. You may also delete a current filter in the window.

9. To change the display style, select Style and select the new style. Select Save.

10. To print the report, select Print and complete the information.

11. To change the amount of time the report covers, use the drop-down list to select: Range, Day(s), Week(s), Month(s), Quarter(s), or Year(s).
    Note: When you view the report, this is the time period that displays until you select a different Range.