Publishing Reports

You can publish a report after you run it, to save the output results for that run of the report for subsequent use. You can also schedule a report to publish after each schedule run. The process is the same for all reports, but the Publish menu opens from an icon or a menu, depending on the viewer. For more about scheduled reports, see Scheduled Reports.

To publish a Smart report

  1. Run a report in Smart format. See Create a New Report from an Existing One.
  2. From the Smart report viewer, Click to open the options menu.

  3. From the menu, click Publish.... The Publish menu displays.
  4. Specify the published report settings. See Publish Report Options.
  5. Optionally, add a comment to the report. See Adding a Comment to Ad Hoc Report.
  6. Click Publish.

To publish an ad hoc report:

  1. From the Explorer, run a report in ad hoc format.
  2. From the Ad hoc Report viewer, click the Publish Report icon. The Publish menu displays.
  3. Specify the published report settings. See Publish Report Options.

  4. Optionally, if you would like to attach a comment to the published report, click Add Comment. See Adding a Comment to Ad Hoc Report.
  5. Click Publish. When the report has generated, it appears in the Published Reports list on the Recent Reports page.

To delete a published report:

  1. Click the Recent Reports tab.
  2. Click the icon to open the Published Reports widget.
  3. Click the button to select a published report.
  4. Click to delete the selected report. Confirm the action.