Reports

The Reports tab of the Reporting interface provides access to the reports management screen.

Reports and report views are connected to your data models to show you the data in meaningful ways. All the assets you can interact with, whether they were created by you or shared with you, are shown in the tiles of the Reports tab.

Note A user's role defines the user's capability to edit reports and views or just view them. A user needs to either create a report or report view to be able to interact with it, or a report and report view (and the corresponding data source) needs to be shared with them by the owner or an Administrator.

The owner of an asset is listed under the asset's name. Users can edit or duplicate an existing report or view, import assets from other Reporting instances or users, or create new ones.

• Click Import to import assets. Find out more about asset importing and exporting in Report and report view export and import.
• Click +Create new report to start working on a new report. See more on creating reports and working with them in Report designer.
• Click +Create new report view to start working on a new view. Read about working with report views in Report views.

You can use the search bar to search for a specific asset by name, as shown in the screenshot above. The search function is not case-sensitive.

The Reports tab also offers the following filtering and sorting options:

• All: Full list of all the assets available to the current user.
• Created by Me: List of only the assets created and owned by the current user.
• : Sorting the listed assets by name (alphabetically) in ascending or descending order.
• : Sorting the listed assets by creation date in ascending or descending order.

Click Options next to the asset name in the tile to see further actions you can perform with an asset. If a user owns reports or views, there is an extended options menu available for each of the assets.

Depending on your shared access level, you can choose among the following options:

• Subscribe: Set up the automated report delivery. For details refer to Automated report delivery.
• Edit: Go to the Editor to edit the asset, its content, structure, filters etc. See more in Report designer for reports and Report views for views.
• Share: Manage asset access for other users (viewing, editing or ownership transfer). See Report and report view sharing for more information.
• Duplicate: Makes a copy of an existing asset. The new asset can than be edited separately from the original and is owned by the user who copied the asset.
• Rename: Modify the title of the report or view.
• Copy UUID to clipboard: Copy the unique ID of the asset to your clipboard. This is needed, for example, for master-detail report relationships.
• Delete: Deletes the selected asset.

Caution Deleting an asset cannot be undone. Always check before confirming this action.

Note If a report selected for deletion is connected to report views, the views should be mapped to a replacement report before starting or finishing the action. The mapping can be postponed for a later time, but the view will not be functional until it is mapped to a new report (and adjusted as needed).

Furthermore, you can also choose to see the Reports tab in a tabular form. You can switch to this mode by clicking . The asset list is then shown as follows:

Here you can see the most important data about the assets, such as the UUID, name, relevant dates and the owner. In the first column of the table, you can select all or just some individual assets. To show only the selected items, click Show only selected items above the table. You can switch between showing only reports or only views by selecting either Select Reports or Select Report Views.

Each asset row also has the Optionsmenu at the right-hand end of the column. Here you can see the same options as described above.

Additionally, when you select one or more assets, additional options are shown for the multiple selected asset(s):

• Share: Share the asset with other users or groups. See Report and report view sharing for further details.
• Unshare: Remove the access rights from users or groups. See Data model sharing for further details.
• Delete: Delete the selected asset(s). You must be the owner of an asset to be able to delete it. If there are any assets among the selected that you do not own, a warning message will be shown to indicate which assets the action will not be performed for.

Caution Deleting an asset cannot be undone. Always check before confirming this action.

• Export: Export the selected asset(s). See Report and report view export and import for further details.

Note You need to have the relevant access level to an asset to be able to perform all of these actions. If you select any assets for which you do not have the needed access level (such as being the owner), you will not be able to perform the needed action for those assets. A warning message is shown in this case. If there are any assets left among the selected that you have the relevant access level for, you can proceed with the action for these assets only. Hover over in the top part of the pop-up window to see which assets you are working with if multiple are selected.

To turn the tile view back on, click under the sorting tools in the upper right section of the Reports tab.