The Web Report Viewer allows you to view a Management Reporter report in a web browser, without using Report Viewer or an installation of the Management Reporter client.
Note |
---|
Web Report Viewer requires a current generation web browser. For more information, see the Management Reporter System Requirements. |
Web Report Viewer commands
The following table describes the buttons that are available on the application bar of the Web Report Viewer.
Button |
Description |
||
---|---|---|---|
Reporting Tree |
View information for individual units of the reporting tree of the report. You can view only the units of the reporting tree that you have been granted access to in Management Reporter.
|
||
Add Comment |
Add a comment to the row that is currently selected in the report. |
||
Show |
Open a menu of the following commands:
|
||
Zoom |
Increase or decrease magnification of the report data. |
||
Download |
Download the current report as an XPS (.xps) file, a worksheet in Microsoft Excel (.xlsx file), or as a report in Management Reporter. For more information about export options in Management Reporter, see Export a report . |
||
Settings |
View information about Management Reporter. |
View a report in the Web Report Viewer
To view a report in the Web Report Viewer, you must generate a link to the report in the report library. For more information about how to create a link to a report, see Share a report .
If the report in Management Reporter contains additional levels of detail, such as the Account or Financial Detail view, links for these views are displayed below the title of the report. Click one of the view options to display additional data for the selected level of detail. For example, if you are viewing transaction details for a sales account, click the Financial Detaillink to view a Financial Detail version of the report with summarized data.
If the report in Management Reporter contains account and transaction details for certain rows of the report, the rows are displayed as hyperlinks in the report. Click a row that includes details to view additional information in Web Report Viewer.
-
Select the link to open the report in the Web Report Viewer.
-
Use the arrow keys to move through the rows of the report.
-
To select a row in the report, click between the columns of data to select that row. Any charts or comments that are associated with the row are displayed in the Fact Pane.
Note Only one row can be selected at a time.
-
To return to a previous view of the report, click the Backbutton in the Web Report Viewer. The Backbutton is located next to the report name.
Note Do not use the Backbutton in the web browser.
-
To print a report, use one of the following options:
-
Click Printin the web browser.
-
Download the report as an .xps file or a worksheet in Microsoft Excel, and then use the Printfunction in the application that you selected.
-
View or add comments to a report
Any user who can view the report in the Web Report Viewer can add comments to rows in the report. Comments can be added to any level of detail in the report, such as the Financial, Account, or Transaction detail level.
To view comments in a report in the Web Report Viewer, select a row in the report. On the application bar, click Show, and then select Chart and comments. Comments for the selected row are displayed in the Fact Box.
To delete a comment that you created, select the comment, and then click Delete. Click Yesto permanently delete the comment.
Note |
---|
By default, you can modify or delete only the comments that you have created. To delete the comments of other users, you must have the Deletepermission that is defined in the report library Management Reporter. To modify the comments of other users, you must have the Editpermission that is defined in the report library in Management Reporter. |
View charts that are associated with a report
Any user who can view the report in the Web Report Viewer can view the charts that are associated with the report. If a chart is added to the report in Report Viewer, the chart is displayed in the Fact Pane of the Web Report Viewer.
To view a chart in the Web Report Viewer, select a row in the report. Any charts that are associated with that row are displayed in a gallery in the Fact Pane. Click a thumbnail to view the chart.
View units of a reporting tree in a report
If a report has a reporting tree, you can filter data for individual units of the reporting tree. Users can view only the units of the reporting tree that they have been granted access to in Management Reporter.
To filter data in the report, click Reporting Treein the application bar, and then select a unit of the reporting tree to filter results for.
If the report has a reporting tree, click Reporting Treein the application bar to view information for a specific unit of the reporting tree.