View a Report

Before a report can be viewed, an administrator must first create it and add it to a view in an application. The data you can view in a report depend on your role's permissions and the report's configurations in the administrative settings.

For information on viewing a data grid or data export report, see the View a Data Grid and Export Object Data from a Data Analytics Report articles. For information on exporting a report, see the Export a Report article.

Instructions

To view a report:

  1. Navigate to the application and activity where the report is saved.
  2. Click an anchor (root) object in the view to open the report.
    Clicking on an anchor object to open a report.
  3. If a filter has been marked as required by an administrator:
    1. Apply all required filters by clicking them and selecting an option. If the filter is a search field, begin typing keywords to display a list of available options, then click to select the appropriate value.
    2. Apply additional optional filters as required.
    3. Click Run Report.
      Filters are displayed before a report is loaded if an administrator has marked a filter as required.
      If configured by an administrator, filters can also be applied after the report is loaded. See step 9 below for more information.
  4. If the report includes a bar, column, or pie chart, hover your cursor over the chart for more information about the data. Clicking on a section of a pie chart will separate it from the rest of the chart for emphasis.
    Hovering your cursor over bar, column, or bar chart will display additional information.
  5. If the report includes a heat map, hover your cursor over the objects on the heat map (represented by circles and identified by their unique IDs) to display the object's description. Click the object view and/or edit it in a palette.
    Hovering your cursor over an object in a heat map will display the object's description while clicking the object will open it in a palette.
  6. If the report includes a table: 
    1. Click a cell to open the associated object in a palette.
    2. Click a column to sort the data in the table. 
    3. Click Next or Previous at the bottom of the table to scroll through any additional pages.
    4. Enter search terms in the Search Table... field to narrow down which data is displayed. Note that up to 20 objects are returned in the results.
      Clicking on a cell in a table will display the associated object in a palette, while clicking on a column header will sort the data in the table.
  7. To refresh the data displayed in the report, click theicon. See the Loading & Caching Report Data article for more information on refreshing and reloading.
  8. If the report includes a repeatable form, you can view read-only, printer-friendly versions of object data as it was entered onto a configurable form.
    Printing a repeatable form.
    Any repeatable forms with unsupported elements will not display any object data, resulting in an error message. See the Add Repeatable Forms to a Report for a list of unsupported elements or contact your administrator.

Starred Reports

To star a report (create a tab for the report in the nav bar):

  1. Click the icon at the top-right corner of the report to open the Add Report To Home window.
  2. If needed, enter a custom name for the tab in the Label report field. The report's name, as saved by an administrator, appears in this field by default.
    The Add Report To Home window.
  3. Select the Make this report your landing page checkbox if you want this report to replace the My Tasks tab or another report tab as the home page. To revert back the home page back to My Tasks, deselect the checkbox.
  4. Click Add To Home to finish. 
  5. To delete the tab from the nav bar, click theicon, then click Remove From Home.
    For more information on reports added to tabs, see the Starred Reports article.

Historical Data (Point in Time Reporting)

To view historical report data:

  1. Click the icon on the top-right of the report. If point in time reporting has not been enabled for this report, this icon will not be visible.
  2. Click the Report Date field, then select a date from the calendar.
  3. Click Apply to reload the report with historical data.
    The Point In Time Reporting option.
  4. To view data from a different date, click the  icon, select a date, then click Apply to reload the report. When historical data is displayed on a report, this icon is displayed in blue.
    The Point In Time Reporting icon.
  5. To return to present-day data, click the  icon, then click Clear.

Filters

To apply filters to a report (if configured by an administrator):

  1. Click the  icon at the top-right corner of the report to open the Filters palette.  When a report is displayed with filters applied, the filter icon will appear with a red dot ().
  2. Apply the following filters types as needed. Note that some or all of these sections may be blank if these filter types have not been added to report by an administrator:
    • State: Filters the report data by the objects' current workflow state(s).
    • Role: Filters report data by users or user groups in explicit roles that have explicit that have been granted direct access to objects from the report's data definition.
    • Date & Time/Select List: Filters the report data by date and time and/or select list fields.
    • Formula: Filters the report data by formula label(s).
    • Relationship: Displays report data from one or more selected relationship object types and any related reference object types. For example, selecting the Risk 1 object type in this filter will also display all the Control objects that Risk 1 appears on through a relationship.
    • Object Type: Displays report data from one or more selected object types.
      The Filters palette.
  3. Click Apply Filter to close the palette and reload the report.
  4. To remove a filter, click the icon at the top-right of the report, click the beside the filter you wish to remove, then click Apply Filter to close the palette and reload the report.