Working with Dynamic Reports
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Working with Dynamic Reports

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Article summary

When you open a report from the reports home page, depending on that report configuration, you can view the data in the report. You can refresh the report from the top menu using the Refresh option to view the latest data. Apart from refreshing the data, you can do the following activities in a Dynamic Report:

  • Update the header and footer of the report using the Show Header and Footer option in the top menu.
  • Expand the arrow near the Page field to view Page, Row, and Column dimension members.
  • Expand the arrow at the left side of the report, view the list of Dimensions or Report Sets, and update the Page, Row, and Column dimension members if required.
  • Run the report to get the latest report data from the top menu using the Run option if you have made changes to the report setup, like after changing any Page, Row, and Column dimension members or updating the header and footer.
  • Take a snapshot of your Dynamic Report using the Snapshot option in the top menu so you can export it to Excel and save it to your desktop or in a folder in the File Cabinet.
  • Use Predict Signals to analyze the report. Refer to the Predict Signals topic to know more.

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