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• Previewing and Downloading Reports

Previewing and Downloading Reports

You can use Reporting Tool to preview and download a report after filling in the parameter values of a template.

Prerequisites

• You need to be assigned the required asset permission and operation permission, and a menu group containing the Templates menu. If not assigned, contact the application administrator.
• Reporting Tool controls if users are authorized to access and manage a template and its related schedules and subscriptions by assigning report template permissions, so you need to be assigned the required template permissions. If not assigned, contact the template creator. For more information, see Template Permission Control Rules.

Preview a Report

1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.
2. Select a specific template type and creator in the filter box, or enter a specific template name in the search box to locate the target template.
3. Click Preview corresponding to the target template and the Template Preview page opens. The top of the page displays all non-template parameters.
   • For a BIRT template, all non-template parameters are displayed. See Template/Non-template Parameters.
   • For an online editor template, all non-template global parameters are displayed. See Global/Widget Parameters.
4. Fill in parameter values based on actual needs. Click Reset to use the default values of all parameters.
5. After filling in parameter values, click Preview. The page displays the complete report content.
6. If you need to modify the report content, modify parameter values and click Preview again.

Download a Report

1. Select Templates from the left navigation pane. The template list displays all report templates that you have access to.
2. Select a specific template type and creator in the filter box, or enter a specific template name in the search box to locate the target template.
3. Click Preview corresponding to the target template and the Template Preview page opens. The top of the page displays all non-template parameters.
   • For a BIRT template, all non-template parameters are displayed. See Template/Non-template Parameters.
   • For an online editor template, all non-template global parameters are displayed. See Global/Widget Parameters.
4. Fill in parameter values based on actual needs. Click Reset to use the default values of all parameters.
5. After filling in parameter values, click Preview. The page displays the complete report content.
6. Click Download and select a file type from the drop-down list (PDF/Word/Excel) to download the report.
7. If you need to modify the report content, modify parameter values and click Preview > Download again.