To run a report in Collaborate, first click on the Name of the Report.
This will take Users to the Report in View Mode.
To run the report with the default settings and filters applied, click the “Run Report” button.
The report loads results at the bottom of the page.
The View Mode of the Report has four major sections:
Tabular Output
Selected Options
Data Options
Filter Options
Tabular Output
The Tabular Output shows the results of the Report.
The Tabular Output splits the results into multiple pages. By default, the report will show a maximum of 20 rows. In general, showing fewer results per page will result in faster report load times. The report indicates which results are currently displayed in the Tabular Output, and it notes the total number of rows. Users have the ability to change the default number of rows displayed by clicking the links [View 50], [View 200], etc.
To navigate through the pages of results, either click the number of the result page, or click the links for “Back” and “Next” in the Result Page section at the bottom of the Tabular Output.
Exporting Report Results
Collaborate allows reports to be exported to Excel, print-outs, PDF, and CSV. The Excel and printout options always exist, and can be found on the right-side of the page above the Tabular Output.
CSV and PDF export options may be added to reports. These export options will appear on the left-side of the page above the Tabular Output.
Selected Options
Selected options show the criteria/parameters/filters that are currently being applied to the report that the User is running. Some, but not all, of the Selected Options can be modified in the Filter Options section above.
Data Options
The Data Options section allows Users to configure which fields they would like to appear in the Tabular Output.
Click the “Click here for data options” link to display the Data Options panel. The Data Options section will expand to show hidden and visible fields.
Fields that are listed in the “Available Fields” section on the left will be hidden from the Tabular Output. Fields that are listed in the Display Fields lists the fields that display as columns in the Tabular Output.
Selecting an Available Field, and clicking the double-right arrows will move the field into the Display Fields list. Re-running the report will update the Tabular Output, and add the column.
Selecting a Display Field, and clicking the double-left arrows will move the field into the Available Fields list. Re-running the report will update the Tabular Output, and remove the column.
Users can change the ordering of columns by clicking the “Up” and “Down” buttons. Clicking “Up” will move the selected Display Field one position to the left. Clicking “Down” will move the selected Display Field on position to the right.
Filter Options
Filter options allow Users to change the criteria/parameters/filters that are being applied to the report results. To learn more about how to use Filter Options, please see the article titled “Filter Options.”
