R-1-2 Report Portal - View, Run & Export Reports – Yarris Help Center

Who:	Dependent on Role and permissions
Why:	Find and open a report in the portal. Export the report in a variety of formats as required.

Before you begin

NOTE: What you can see and do within the Report portal is dependent on your role, permissions and which Invoiced Entities and Workgroups you belong to.

Procedure

Open the Reports Portal and use the search features as required to find the desired report(s).
See topic Report Portal - Overview & Search for details.
Click the report you wish to run.
Many reports require additional information before they display the information. In this case a Report Options pop-up window opens.
To view report properties and your permissions on the report, see topic Reporting Portal - Permissions & Properties.
Fill in the Report Options as required.
- Apply button – Click this button to display the report without closing the Report Options pop-up window. This is useful if you wish to continue manipulating the criteria and display the report again. E.g. You may wish to change the date range a few times to look at the report for different periods.
- Cancel button – closes the Report Options pop-up without displaying the report.
- Save Values button – Allows you to save the Report Options. (This option is only available if you have the necessary rights.)
- Reset button – reset the Report options to their default values.
Click the OK button.
The Report Options window closes and the result list is filtered according to the criteria specified in the Report Options window.
Click the Report Options icon to open the Report Options pop-up window again so you can further filter the report.
If it is a multiple page report, use the page tools to view the various pages.
Click a format button to export the report to view using an external software application.
- Export as PDF for viewing with Adobe Acrobat;
- Export as Excel spreadsheet (.XLS format compatible with older versions of Excel);
- Export as CSV file which can be opened in any spreadsheet application;
IMPORTANT: If your CSV format report has data with leading zeros (e.g. Account numbers) it is important to read the topic Import CSV Format Reports into Microsoft Excel.
- Export as a Word document (.DOCX - version 7 or later);

- Export as an RTF file which can be opened by most word processing applications;

- Export as a Flash file to view in your web browser;

- Export ODT format text file for use with OpenOffice and StarOffice;

- Export to ODS format spreadsheet for use with Apache OpenOffice and StarOffice;

- Export to current version Excel spreadsheet (.XLSX version 7 or later).
To close the report, click the Exit icon .
The report closes and the display returns to the Report Portal main screen.

Tips & Troubleshooting

NOTE: If a report is very large it may take a long time to prepare for viewing/export. In this case it may be an advantage to run the report in the background. You can set the parameters so you (or another user) receives an email when the report is ready for viewing or has been exported. See topic Report Portal - Schedule a Report/for details.

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