REPORTS MANAGER
To navigate to the main Reports Manager, where you can view all reports and build your own reports, please go to the Reports menu, navigate to Power Reports '22 and then Report Manager.
Power Reports consists of two sections. On the left is the Main Menu and on the right are Tabs. The Main Menu displays the available reports, folders, and buttons. Tabs make up the application's main interface.
MAIN MENU
Through the Main Menu, you can:
Create new reports
Search for reports
Run Reports
Export reports to other types (Excel, PDF, and CSV)
Duplicate reports to save time setting up similar reports
Edit reports
Schedule reports to be emailed or archived
Manage folders and report storage
You can click the icons on the left to hide the Main Menu.
The Main Menu can be broken down into two components: the Report Tree and the Report Descriptions Window.
REPORT TREE
The Report Tree within the Getting Started tab contains the view of the applicable Folders/Sub-Folders and the Reports contained within them.
You can view a list of a folder's contents by double-clicking the folder name or by left-clicking the dropdown arrow next to the folder name. Right-clicking the folder name will bring up an options menu.
RIGHT-CLICKING ON FOLDERS
If you right-click on a report, a menu with the following options appears:
NOTE: A folder and all of its sub-folders must be empty in order to delete the folder
Expand All: Expand the contents of the relevant folder, including all of its sub-folders
Collapse All: Collapses the contents of the relevant folder, including all of its sub-folders
RIGHT-CLICKING ON REPORTS
If you right-click on a report, a prompt with the following options appears:
Note: If a user renames a Report that is used within a Dashboard, Chained Report, or Scheduled Report, an error message will appear when attempting to Execute or otherwise modify the aforementioned Report types
Duplicate: This allows you to duplicate a report and place it in a specified folder
Delete: This allows you to Delete a selected report.
REPORT DESCRIPTIONS WINDOW
This window displays the description of the selected report. If the report was never given a description, this window remains blank when the report is selected in the Report Tree.
TABS
Tabs make up the application's main interface. This is where you build, design, and view reports. Tabs can be closed by clicking the (x) to the right of the tab name.
Tabs can be rearranged by clicking and dragging them left or right.
Right-clicking on a tab displays additional Tab options, such as closing the tab or closing all other tabs.
