Viewing and Editing Reports
To access the overview of all reports, press the 'Reports' button in the menu bar:
Locating your report
Reports are organized by the workflow that generated the report. The first view you're presented with when clicking the 'Reports' button is thus an overview of all your workflows.
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You can narrow down the list of workflows presented by using the search bar to search for the workflow's name.
Once you've located the desired workflow, click on it to open up a view containing all the reports generated by that workflow.
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The reports are ordered by the time they were generating, with the most recent report at the top, and the oldest one at the bottom.
For all views on the 'Reports' page you can choose between two different view modes:
- Grid view
- List view
Toggle between the different views by pressing the view toggle in the top right corner of the page:
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Report editing and viewing options
Report editing and viewing options
When you have located your report, the next step is to click on it to select one the various editing and viewing options.
Clicking a report will open up a sidebar on the right hand side:
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The sidebar contains two sections:
- Details: listing things such as the report's name, the time it was generated, its type, a link to the file as well as a link to the workflow that generated it
- Actions: the various actions you can take based on the specific report opened
The available actions depend on the type of report, but the majority of them are standard:
Available actions for all report types:
- Download
- Delete
- Re-run workflow
For XLSX-based workflows, you also have the option of opening the report in TE Reporting's built-in Excel editor. This option is available by pressing 'Open'.
Using TE Reporting's Excel editor
Using TE Reporting's Excel editor
When you press 'Open' on an XLSX-based report, you will be taken to the Excel editor. The Excel editor is a fully-fledged Excel editor, containing almost all functions you'd find in Microsoft Excel, Google Sheets or Apple's Numbers.
You can use formulas, insert charts, add or remove sheets, and manipulate the data in any way you see fit - just like you'd be able to in a standalone Excel editor.
Once you've finished making your changes, you have two options:
- Save your changes
- Export the report (download it to your local computer)
These two options are available under the 'Start' tab in the Excel editor:
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💡 NOTE: Any changes you make and save will only apply to this specific report. Past and future reports will not be impacted by your changes. To modify the way the workflow outputs the data, either use the Report design feature, or the Data transformation feature
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