Table of Contents

Opening a Report

Here are some of the features of a report that are useful after opening a report and prior to running it.

Inspecting How to use Notes

If the report was published with instructions, the 'How to use' icon will be enabled.

Change Parameters and Data Selection

If you chose to open a report, you will have the opportunity to change the data selection (if allowed) and report parameters for that report before you run it. You can then run the report and see the result.

Here is a sample report:

To Do this
Enter a parameter Click on the box next to the parameter. Use the visual assist button to help you to select valid values. User the filter button for advanced selections such as lists, not in list, ranges, etc.
Change the filter value of a column You may want to restrict the values you see in a certain column. If the column is visible and the Change filter criteria permission is allowed, you can click the gray box below the column label to enter filter criteria. See Filter Your Data for more information. Note: If the publisher has disallowed filter changing, you will not be able to modify the column filter.

Enter and Edit Comments

If a report includes any Comment calculations, users many have access to edit comments in published reports.

If a user has access to edit comments, they will see cells in that column outlined as seen below.

Comment in published report

If a user cannot edit comments that exist, they will still see comment content written by others.

Comment report but no access

Entering Comments as a Subscriber

To update a comment, simply type into a comment cell and hit enter or click off. The comment will immediately be saved for all viewers of that published report.

Audit information is available for all comment cells by hovering over a cell. The tooltip will display the user who entered the comment and at what time.

Audit information on a comment cell

Note

Be aware that updating an existing comment cell with new text will immediately remove previous text.

Comment Refreshing in Published Reports

Comments are refreshed in a public report to ensure the latest comments are visible in the following scenarios:

  • When a report is opened
  • When Run Report, Get Sample Data or Refresh is selected
  • When a user selects Right Click > Refresh Calculations
  • When a comment is saved (Clicking off a typed comment, selecting tab or selecting enter)
Note

If it has been more than 5 minutes since one of the above actions was performed, the comments will refresh upon entering a comment cell.