- 12 Jun 2024
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Organizing, Editing, Previewing, and Deleting a Report
- Updated on 12 Jun 2024
- 2 Minutes to read
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Overview
As you build out a report, you may want to organize the report’s contents and layout; manage the sections in the report; preview the report as a PDF; or delete the report. You can perform these actions with some of the options at the top of the Report Editor, as well as the options available when you hover over a section in a report (Figure 1).
Before You Start
User Roles
- To organize, edit, and delete a report, your user account must have an Organization role of Standard User, Sharing User, Organization Administrator, or App Developer.
- To preview a report as a PDF, your user account can have any Organization role.
Prerequisites
- To preview a report as a PDF, turn on and activate the JS Report REST API Service (must be a System Administrator to perform this action).
Organizing a Report
Hover over a section in a report that is open in the Report Editor and use the following options to organize the report:
- Move Content Up
: Select this option to move the section further up in the report.
- Move Content Down
: Select this option to move the section further down in the report.
- + Add Above: Select this option to add a section above the current section.
- + Add Below: Select this option to add a section below the current section.
Editing a Report
While you have a report open in the Report Editor, you can edit the report’s name and manage the sections in the report.
Editing a Report’s Name
Click Editat the top left of the Report Editor to edit a report’s name. After you enter a new, unique name for the report, click Confirm
.
Managing Sections in a Report
Editing a Section in a Report
Hover over a section in a report and select Edit Contentat the top right of the section to edit it.
Removing a Section From a Report
Hover over a section in a report and select Remove Contentat the top right of the section to remove it from the report. If you removed a section by accident, click Undo in the confirmation message at the lower-left corner of the screen to re-add the section.
Removing Placeholder Sections From a Report
If you are working with a report created from a saved report template, click Remove Placeholders in the Report Editor toolbar to remove all placeholder sections in the report.
Adding Sections to a Report
Click + Add Section in the Report Editor toolbar to open the Add Section drawer and add Intelligence Data, Basic Elements, and Layout Elements sections to the report.
Previewing a Report as a PDF
While you have a report open in the Report Editor, click Preview PDF in the Report Editor toolbar to generate a preview of the report’s PDF output. While previewing a report as a PDF, the Preview PDF button label will change to Editor, and all other buttons will be grayed out. Click Editor to close the PDF preview.
Deleting a Saved Report
If you have a saved report open in the Report Editor, click the ⋯ menu at the top right of the screen and select Delete… to delete the report.
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