Using PowerReports
Run, edit, and save a PowerReport.
Running a PowerReport
Use the following steps to locate and run a PowerReport:
- Locate PowerReports by using one of the following options:
- In the main menu, click .
- Click the PowerReports quick link.
- In global search, select Reports and enter the name of a PowerReport.
- Click the name of a PowerReport to open it in a new tab and access the contents of the report.
Enabling PowerReport editing for a user
A system administrator can configure a user login to give the user access to edit a PowerReport by using the following steps:
- Click .
- Right-click the user login, and click Work Roles.
- Click Create New.
- Select PowerReport Edit from the Work Role list and save the new role.
Saving a PowerReport
If your user login is enabled to edit PowerReports, when you open a default PowerReport or a PowerReport that has been created by another user, it is opened in a view only mode. You can save a copy of any report you open and become the owner of the copy, which allows you to edit the report and customize it to your needs.
When you save a PowerReport, it is created as a personal view. You can share
the report so others in your organization can use it.
- Click Save a Copy.
- Enter the name of the report and click Save. A new copy of the report is saved.
- Click View Report on the next popup to open the saved report.
- You can also search for the new report in the platform and open it in the PowerReport view.
Editing a PowerReport
If you are the owner of a saved PowerReport and have the report open, an Edit button is visible on the report.
- Click Edit to open the PowerReport in edit mode.
- The edit mode view opens the custom visualizations and fields options that you can include in your PowerReports. The fields that are available for you to drag onto your report depend on the dataset that you are using.