3.2. Simple Reports Interface

Last Updated 11/09/2023

Simple Reports Interface

To access the Simple Reports interface, select Administration → Simple Reports. You will see an interface with two tabs, My Reports and My Outputs.

My Reports

The My Reports tab shows reports that you have created. Reports created in this interface are tied to user accounts regardless of workstation, and cannot be shared at this time. Actions available from this tab include:

New - creates a new Simple Report
Clone - clones a Simple Report. You will need to save the new report with a new name. This will clone the report format including basic scheduling and output options. When you use the Clone action, your cloned report will open in the Report editor.
Delete - deletes a Simple Report and all of its associated outputs. You can select and delete multiple reports.
Edit - edits a Simple Report. This will overwrite the original report but not change any existing outputs. Exception: if you edit the Report name, this name change will be reflected on past outputs as well.
- If you edit the report recurrence interval, all report runs from that point forward will use the new recurrence interval.

The My Reports tab defaults to sorting by Date Created (descending). To sort differently, click on either the Report Name or Date Created column header. Filters are also available for the Report Name and Date Created columns. Filters are case-sensitive.

The My Reports tab includes these columns:

Report Name (displayed by default) - the name given to a report when it was created or edited
Date Created (displayed by default) - the date and time a report was created
Last Edited (displayed by default) - the date and time of the most recent edit to a report
Last Run (displayed by default) - the date and time of the most recent run of the report
Next Run (displayed by default) - the date and time of the next scheduled run of the report (recurring reports only)
Recurring? (displayed by default) - whether or not a report is recurring
Simple Report Template ID (not displayed by default) - the database ID associated with the Simple Report

My Outputs

The My Outputs tab shows outputs from your reports. Outputs are tied to user accounts regardless of workstation. Actions available from this tab include:

Refresh - manually refreshes the tab to check for new report outputs
Delete Output - deletes the selected output(s)

The My Outputs tab defaults to sorting by Finish Time (descending). To sort differently, click on either the Report or Finish Time column header. Filters are also available for the Report Name and Finish Time columns. Filters are case-sensitive.

The My Outputs tab includes these columns:

Report (displayed by default) - the name given to a report when it was created or edited
Finish Time (displayed by default) - the date and time a report output was completed
Output (displayed by default) - shows hyperlinked button(s) which will fetch the report output. Output options are chosen during report creation.
- Output types CSV and Excel will download a file containing the output.
- Output types HTML, Line Chart, and Bar Chart will open a new browser tab displaying the report output.
  - HTML output will generate a table. Column headers can be clicked to change sorting of the table. The table can be printed via your browser’s printing options.
  - Line Chart and Bar Chart outputs will generate an image that can be downloaded by right-clicking and saving the image.
Error Text (not displayed by default) - the full text of a report error. This information can help an administrator track down the source of a report error. Hover over the error text to see the full error. Sorting and filtering are available on this column.
Run ID (not displayed by default) - the database ID associated with the Simple Report’s output

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