5.1 Finalising Your Report

You can finalise your report once you’ve completed the Data screen. If you’d like to add more to your report, like sections, charts, or do additional formatting, refer to the next section on Other Options.

Otherwise, click on Output to move to the output screen.

Here you will see some of the formatting icons seen on the Data screen, plus some others.

They can include (in order of display):

1. Export
   • Export report to a chosen file type or print report
2. Table On/Off (only displays with charts)
   • Choose whether your report table displays with your chart or not
3. Report Formatting
4. Column Formatting
5. Conditional Formatting
6. Section Formatting
7. Filter Formatting
8. KPI
   • a very specific type of report for experienced users
9. Summary
   • add metrics and dimensions that summaries the report, for experienced users
10. Details

Note: Some of these will only display if the report contains that type of function.

Specific details on the more advanced functions above will be outlined in a separate guide.

5.2 Saving Your Report

Make sure you save your report at the completion of the report building process. You can also do this at any stage while you build it.

1. Click Report in the top left hand menu.
2. Select Save, or one of the other option if it applies.
3. You can Activate your report, or Save As Draft to continue editing.

When saving, you’ll need to give your report a title and description. Make these meaningful so that you and others know exactly what the report shows, and specify which folder and sub-folder you want to save your report in.

Note: you cannot undo deleting a report – if that option appears, use it with care.

Once you’ve saved your report, many of the editing icons will not be available, and others will appear.

They can include (in order of display):

1. Export
   • Export report to a chosen file type or print report
2. Share
   • To other users or by email
3. Broadcast
   • Set up a scheduled broadcast to automatically send this report to yourself or other users.
4. Favourite
   • Add this report as a favourite.
5. Bookmark
   • Create a snapshot of the results at this point in time, or bookmark your current filter values
6. Annotate
   • Make comment on the report
7. Details
   • View basic details about your report.

Access to these functions will be based on your user permissions. Specific details on these functions will be outlined in a separate guide.

5.3 Updating Your Report 

1. If you need to make any changes to your report, including its name or description, click Edit in the top menu.
   
   
   
2. Click on the report element that you need to edit.
   
   If you edit anything other than the Name and Description of the report, the report will create a duplicate copy for you to update while the original stays active for others to use (if required).
   
   
3. Make sure you Save and Activate your report once you’ve made your changes. Your duplicate update will replace the original that had stayed active while you edited it.

5. Output