Manage Reports

Use Visualizer to perform standard report operations.

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Save a Report

1. To save a report, click Save. If it is the first time you are saving the report, the file navigator opens.
   Tip: From a dashboard, you can save a new version of a Visualizer report by clicking Dashlet Actions → Save As.
2. In the left column, select a private or shared folder.

   

   Tips:

   • Visualizer reports in the private folder are not accessible to other users.
   • To allow other users to access a Visualizer report, save the report to the shared folder.
   • Report names must be unique within a folder.
   • A Visualizer report cannot be moved to a different folder in Visualizer. However, administrators can move reports to different folders and create and delete folders using Admin → Manage Access → Manage Report Catalog.
3. Type a name for the Visualizer report, then click Save.
   Visualizer saves the report with a .viz.dashlet filename extension in the selected folder location.

   

   Tips:

   • Hover over the name of the report to view the path of the report.
   • To start with a new visualization, click Reset.
   • Once a Visualizer report is saved, you can add it to a dashboard.

Open a Report

1. Click Open. The file navigator displays your private folder and the shared folder.

   

   Tip: You can use the Search field to search for a report by name.
2. Select a folder to view the list of reports in that folder, then select the report you want to open in Visualizer.

Copy a Report to a Different Folder

1. Open the report you want to copy.
2. Click Save As. The file navigator opens.
3. Select the folder in which you want to save a copy of the report.
4. Type a new name for the new report.
5. Click Save As. The file navigator closes and the new report displays for editing.

Share a Report

1. Open the report in Visualizer.
2. Click Export.
3. Select Copy Report URL.

   

Export a Report to a Different Format

1. Open the report in Visualizer.
2. Click Export and select from the available export formats.

   

   • Printable PDF—retains Visualizer formatting
   • PowerPoint—retains Visualizer formatting
   • Data to Excel—unformatted data
   • Excel Pivot Table—unformatted data

   After you select the export format, a confirmation message displays.

   

   Note: To export a report, users must belong to a user group with downloads enabled.

Rename or Delete a Report

1. Open the file navigator.
2. Navigate to the report you want to rename or delete.
3. Scroll to the report listing.
4. Click Edit on the report listing.
5. Type a new name, then click Save.
6. To delete the report, click Trash on its listing. After you confirm the deletion, the report no longer displays.
7. Click Done to close the file navigator.

Create, Delete, or Rename a Folder

You can create, delete, or rename folders in Visualizer.

View the Report Query

1. In edit mode, click Query.

   

   The BQL Business Query Language query or multiple queries that ran on the server display.

   

   Tip: You can copy the query. You can also view the logs that record how the queries are sent to the data store.
2. Click Done.