Create a Quick Report

You use a view, Exploration View, or a Quick Report to create a new Quick Report.

A worksheet can contain more than one Quick Report. For information on converting an Exploration View to a Quick Report, see Converting a report

Create a Quick Report from the source tree

You can create a Quick Report from a view in the source tree of the Task Pane.

  1. Log on to a TM1® system and select a data source. For more information, see Open a model or package.
  2. Click Task Pane to open the Task Pane. The source tree in the Task Pane displays the cube and related items of the data source, such as views.
  3. Expand the Views folder.
  4. Use one of the following methods to create a Quick Report.
    • Drag a view onto a worksheet.
      Note: You can also create a Quick Report by dragging an Exploration View from the Explorations folder onto a worksheet or by dragging a Quick Report from the Quick Reports folder.
    • Right-click a view, click Quick Report, and select where to place the Quick Report.

Quick Report formatting

By default, a Quick Report that is created from a view in the source tree will use Excel formatting. You can apply server formatting to an existing Quick Report from the Task Pane.

  1. Open the Task Pane.
  2. Click the Workbook tab.
  3. Right-click the Quick Report that you want to apply server formatting to.
  4. Click Use server formats.

Alternative, if you want to use server formats for all future Quick Reports, you must enable Use server formatting in the Quick Reports settings. For more information, see Use server formatting.