Report Options

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

Tip: Options vary depending on the report 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 generate when adding or editing a report. Processing time depends on the amount of data in the report.

  • Export PDF. Export data to a PDF file.

  • Export Excel data. Displays one report title with one set of column headers. Use this to do custom formulas and calculations.

  • Generate options. You can also generate when adding or editing a report. Processing time depends on the amount of data in the report.

    Note: Don't see the Generate options yet? These improvements are in Limited Availability (LA) and are releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

    • Generate PDF. Generate a PDF file of the report.

    • Generate Excel. Generate an Excel file of the report. Displays multiple report titles and multiple column headers.

    • Generate Excel data. Generate an Excel file of the report. Displays one report title with one set of column headers. Use this for custom formulas and calculations.

    • Generate Word. Generate a Word file of the report.

  • Add to (or remove from) favorites. Designate favorite reports. View and track these under Favorites from the list of reports.

  • Associate tags. Search for and associate one or more existing tags. For more details, see Manage Report 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 report 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.