Report Options

As you work with reports, use the options in a report's menu as well as the report viewer to review, organize, present, and save details that fit your organization's needs.

Tip: Options vary depending on the content you're working with.

From a report's menu, use the following actions:

Edit. Update or a make a copy of a report.
Run. Generate, then select View report from the status message. You can also run when adding or editing a report. Run time depends on the amount of data in the report.
Export PDF. Export data to a PDF file.
Export Excel data. Export data with only one set of headers, footers, and column headers. This is helpful when you want to avoid repeated headers, footers, and column headers.
Add to (or remove from) favorites. Designate favorite reports. View and track these under the Favorites tab on the Reports list page.
Associate tags. Search for and associate one or more existing tags.
Edit schedule. Add or edit scheduling details for an existing report. Reports are emailed to users based on the schedule you set. Note that you can add and select external users or choose existing Financial Edge NXT users.
Rename. Update with a new name and description.
Delete. Delete a report from web view and database view. You can only delete reports you have rights to access.

From a report viewer toolbar, use the following actions:

Cancel. Close the report viewer.
Edit. Update or a make a copy of a report.
Arrows. Move between pages or enter a specific page number.
Zoom. Customize your view.
Export PDF. Export to a PDF file.
Export Excel. Export to an Excel file.
Export Excel data. Export with only one set of headers, footers, and column headers. This is helpful when you want to avoid repeated headers, footers, and column headers.
Export Word. Export to a Word file.
Print. Print the report (you can also print from the PDF).

Tip: When viewing, you can use active links to view details about a specific record. You can only view records you have rights to access.