Viewing, Printing, and Saving Reports
- When a report is generated, it is in HTML format. HTML versions may have drill-down options on members in rows and/or columns.
- When you have expanded a report into the format you would like to print, click the PDF button. Then you can print as you do with all PDF files by using the Print button or right clicking and selecting Print from the Quick menu.
in the toolbar to convert it to a PDF file. - If you want to revert a report in PDF format back to HTML so you can modify it, click the HTML button in the toolbar.
- To save a report in PDF format, right-click and select Save As from the Quick menu.
Use Time Series to Report in Thousands or Millions
The Time Series dimension offers options to generate the report with values rounded to thousands or millions. These options are combined with your choice of Periodic, Quarter to Date, or Year to Date. The report header and footer indicate that the values in the report are in thousands or millions to avoid any confusion for the reader.
Exporting Reports
If you would like to work with your report data in Excel, you can export it. From the menu, select File \ Export \ Excel and an Excel file will be created in your Downloads folder. You can find the file at the bottom of the window. Reports can be exported from HTML or PDF format with the same results in Excel.
Refreshing Data
If report has been open for a while, select the Refresh button in the toolbar to fetch the most current data from the database.
Practice
Complete Exercise 4 to practice before continuing.