Reporting

Use Reporting to organize, run, and manage reports. Reports are stored in folders to make them easier to find and organize. Access to reports is controlled by permissions.

Depending on your permissions, you may be able to:

• View reports

• Run reports

• Edit reports

• Manage report permissions

Users without edit permissions can run reports but may not see options to modify them.

Open Reporting

1. Select Reporting from the navigation menu.

2. Browse the available report folders and reports.

The Reporting page displays reports in a folder structure similar to a file manager, making it easier to organize and locate reports.

Run a Report

1. Open Reporting.

2. Navigate to the folder that contains the report.

3. Select the report.

4. Select Run.

5. Enter any required report parameters.

6. Select Run Report.

The report opens in the report viewer when processing is complete.

View a Report

After a report opens, you can:

• Review report results.

• Expand the report to full screen for easier viewing.

• Review grouped and summarized information when defined by the report designer.

Navigate Report Folders

1. Open Reporting.

2. Select a folder to view its contents.

3. Open subfolders as needed to locate reports.

Folders help organize reports by business area or purpose.

Edit a Report

1. To edit a report, select the report’s Edit action. This opens the report in Report Builder.

2. In Report Builder, use the Designer tab to arrange report items visually.

3. Use the JSON tab when you need to edit the report definition directly.

4. Use the Preview tab to review generated output before publishing or exporting.

5. Select Save Draft to save your current report changes. New reports create an initial draft revision, and existing reports create a new draft revision.

6. Select Publish when the draft is ready to become the active report version. Active reports run from the published definition; draft reports run from the draft definition.

7. To create or organize folders, use New Folder when your role allows it.

8. To upload a report definition, select Upload File and choose one .json report definition. Reporting validates the file before creating the report.

9. If upload validation finds blocking errors, review the validation dialog. The report is not created until the errors are resolved.

10. To manage access, select a report’s Permissions action or choose Manage Permissions from a report or folder context menu.

11. In the permissions drawer, review direct entries, inherited folder entries, owner access, and the current effective permission.

12. Use Add user or group to grant access to users or roles, choose the permission level, then save the drawer.

13. If you are a Reporting Admin, BusinessUnitAdmin, or WS Admin user, use the Owner Access section to change the report owner when needed.

14. Use Report Management for broader library administration, such as creating, renaming, or deleting folders; moving reports between folders; and managing folder-level or report-level access.

15. Use Return To Builder or Close to leave Report Management and go back to the report design surface.