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View Report

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From the Reports page, you can view a report. To view:

  1. Click the hyperlink of the Name field to view the report in a new browser tab
  2. Create new report snapshots by selecting Take a Snapshot from the menu in the upper right corner
  3. Manage report snapshots by selecting Manager Snapshots from the menu in the upper right corner
  4. Reload report data by selecting Reload actual Report Data from the menu in the upper right corner
  5. Load a snapshot by selecting the snapshot from the menu in the upper right corner
    NOTE: Action buttons and forms are hidden when a snapshot is loaded.

New Snapshot

When viewing a report, you can create report snapshots. To create:

  1. From the menu in the upper right corner, select Take a Snapshot to bring up the Create Snapshot dialog

    NOTE: Report snapshots are only available with Report Builder reports.
  2. Enter the properties of the new report snapshot

    1. Name – Name of the report snapshot (required)
    2. Click the Create button when finished to create the report snapshot. You will be directed back to the report you were viewing. Click the Close button to cancel the operation.

Reload Report Data

When viewing a report, you can reload report data (remove the snapshot). To reload:

  1. From the menu in the upper right corner, select Reload actual Report Data

    NOTE: Report snapshots are only available with Report Builder reports.
  2. The snapshot will be removed and the report data will be restored in the report

Load Snapshot

When viewing a report, you can load a snapshot. To load:

  1. From the menu in the upper right corner, select the snapshot

    NOTE: Report snapshots are only available with Report Builder reports.
  2. The snapshot data will be loaded in the report
    NOTE: Action buttons and forms are hidden when a snapshot is loaded.