Report Builder - Output Step

Overview

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The Output step of the Report Builder has two different functions, based on the status of the report:

Draft: when a report is in draft mode, the Output step provides formatting functionality to allow the report writer to change the display of the table, and define the multi-chart canvas if required.
Active: when a report is active, the Output step of the builder provides report action functionality, along with the option for appropriate users, based on role permissions, to place the report back into draft mode and edit various components. Report actions include exporting, sharing, and broadcasting the report.

Draft Output Step

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Icon	Menu Item	Description
	Report
	Data
	Charts
	Related Reports
	Output
	Export	You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print. See [Exporting Your Report] for more information.
	Hide Table	This allows you to hide the tabular display in the report, showing only chart(s). Note: the report must contain a report for this option to be available.
	Show Table	This allows you to display a hidden table in the report output, showing chart(s) and table. Note: the report must contain a report for this option to be available.
	Report Formatting	This menu allows you to apply formatting changes that affect the report as a whole. See [Report Formatting] for more information.
	Column Formatting	This menu allows you to apply formatting changes that affect a single field, rather than the whole report. See [Column Formatting] for more information.
	Conditional Formatting	This menu allows you to apply alerts to a field based on defined conditions. See [Conditional Formatting] for more information.
	Section Formatting	This menu allows you to apply formatting changes that affect to the way sections are displayed. See [Section Formatting] for more information.
	Related Reports Formatting	This menu allows you to apply formatting changes that affect the way [Co-Display Reports] are displayed. See [Related Reports Formatting] for more information.
	Filter Formatting	This menu allows you to apply formatting changes that affect the way filters are displayed. See [Filter Formatting] for more information.
	Annotation	This menu allows you to create annotations. See [Report Annotation] for more information.
	KPI	This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab. See [KPI Reports] for more information.
	Summary	This menu allows you to create a summary of the report's key metrics and category breakdowns. See [Report Summary] for more information.
	Details	This menu allows you to view a useful collection of report, column, and sql information. See [Report Details] for more information.
	Close Builder	This button closes the builder and returns you to your previous location.
	Report List Panel	This panel allows you to view a list of reports to open, rather than having to navigate to the [Browse Page].
	Multi-Chart Canvas	This panel is available when [multiple charts] have been created on the [Charts] step of the builder. It allows you to configure your [Multi-Chart Canvas]. See [Multi-Chart Canvas] for more information.

Active Output Step

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Icon	Menu Item	Description
	Report
	Data
	Export	You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print. See [Exporting Your Report] for more information.
	Share