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:* You can also specifically permission which roles will have the ability to '''Export ''''''Data '''from reports.
6. Click '''Save '''at the bottom of the screen when you are done.
::: {{Icon-Menu}}
2. Under the heading '''Tools, '''select '''Reports. '''
::: [[File:Report.png|600px500px|border]]:
The list view of available system reports will be displayed.
::: '''[[File:Report list.png|800px|border]]''' :
The report window consists of the following sections along the top row of tabs:
:* '''Deleted Reports: '''This tab displays a list of any deleted reports in your system.
You can filter the results of your report list by choosing a '''Category '''of reports - this can be found at the top right of your page. Clicking into the '''Category '''field will allow a drop-down list of available report categories to appear:
:: [[File:Reports category.png|300px150px|border]]
You can also search through reports manually by using the Search bar on the top right, just above the list view. If your results exceed the maximum amount of records displayed on a page, toggle between different pages by selecting the '''next '''or '''back '''arrow icons on the top right. The count of records that you are viewing out of the total will always be displayed next to these buttons.
Any [[Internet Enabled Reports|reports that have been Internet-enabled]] will have a black dot under the '''Internet Enabled '''column to indicate so.
===Report List Columns Columns===
Each report on the main list of reports will have buttons to the left of it that have several different functions. The functions are described in the table below:
{| class="wikitable"
|-
||||'''Run Report'''
||
|-
||||'''Custom Export'''
||
|-
||||'''Export File'''
||
|-
|||||||-|||||||-||||'''Edit Report'''
||
|}
Each report listed in the report list contains the following sections:
* '''Report Number''' (#) – the index of the report on the page. Remember this page length, like all others, is set by your '''[[Personal Settings]]''' – '''Number of Records Per page'''.
* '''Run Report Icon''': {{Icon-Menu}} - Clicking this icon will cause the system to process the report and display the results.
* '''Edit button''': {{Icon-Menu}} – used to edit the report. If the report is a built-in report, you can edit the report to see how it is constructed, but you will not be able to save the report.
* '''Custom Export Icon''': <span id="bs_template:@@@TPL3@@@" class="mceNonEditable template" data-bs-name="CustomExportIcon" data-bs-type="template" data-bs-id="3">{{ CustomExportIcon }}</span> (if the report is not enabled for Custom Export, the icon will be grayed out: <span id="bs_template:@@@TPL4@@@" class="mceNonEditable template" data-bs-name="ReportCustomExportNotEnabledIcon" data-bs-type="template" data-bs-id="4">{{ ReportCustomExportNotEnabledIcon }}</span>)
* '''File Export Icon''': <span id="bs_template:@@@TPL5@@@" class="mceNonEditable template" data-bs-name="FileExportIcon" data-bs-type="template" data-bs-id="5">{{ FileExportIcon }}</span> (if the report is not enabled for File Export, the icon will be grayed out: <span id="bs_template:@@@TPL6@@@" class="mceNonEditable template" data-bs-name="ReportFileExportNotEnabledIcon" data-bs-type="template" data-bs-id="6">{{ ReportFileExportNotEnabledIcon }}</span>)
* '''Report Name''' - The name given to the report. An asterisk is displayed in front of the name of the built-in reports.
* '''Report Description''' – narrative description of the report.
* '''Roles''' – the list of roles that will be able to display the report. You must [[Sharing Reports with People - Overview|add the required roles to this list]] in order to make it available to other users. As you are in a [[Role|role]] with [[Manager_Permission_–_Reports_and_Dashboards|manager permission for reports]], you are able to see all reports, even though the '''Roles''' section may be blank
* '''Last Updated''' - shows date and time when the report was last updated
* '''Modified By''' - shows who made the last modifications
* '''Created By''' - shows who created the report initially.
* '''Internet Enabled''': if the report is not Internet Enabled, the column will be blank. If the report is Internet Enabled, the column will have a black dot.
* '''Report ID''' - see "[[Determining the reportid]]"
The columns on the [[List View Overview|list view]] of reports are described in the following table:
{| class="wikitable"
|-
||'''Report Number (#)'''||The index of the report on the page. Remember this page length, like all others, is set by your [[Personal Settings]] - '''Number of Records Per Page'''.
|-
||'''Report Name'''||The name assigned to the report. An asterisk (*) is displayed in front of the '''Name '''field of any built-in reports.
|-
||'''Report Description'''||The narrative description of the report.
|-
||'''Roles'''||This will display a list of [[User Roles|roles]] that will be able to display the report. You must [[Sharing Reports with People - Overview|add the required roles]] to this list in order to make it available to other users. If you are in a role with [[Reports#Permissioning Reports|manager permissions for reports]], you are able to see all reports, even though the '''Roles '''field may be blank.
|-
||'''Last Updated'''||This will display a date and time stamp for when the report was last updated.
|-
||'''Modified By'''||This will display the name of who made the last modifications to this report.
|-
||'''Created By'''||This will display the name of who created the report initially.
|-
||'''Internet Enabled '''||If the report is not Internet Enabled, the column will be blank. If the report is [[Internet Enabled Reports|Internet Enabled]], the column will have a black dot.
|-
||'''Report ID'''||See [{Determining the reportid]].
|}
==Editing Reports==