Performing Actions on Reports

Pinning Reports

You can pin reports to a dashboard from the Reports :: My Reports page. A maximum of 20 reports can be pinned to a dashboard. Pinning a report to the dashboard allows you to visualize different reports in the same place.
Note: Only reports that are enabled are visible on the dashboard to which they are pinned.

To pin a report to dashboard:

  1. On the Reports :: My Reports page, select the report to be pinned.
    Note: Ensure that the selected report is enabled. You can enable a report by turning on the toggle under the Status column.
  2. From the command bar on the top right, click Actions.
  3. From the list of available actions, select Pin.
  4. In the Pin report(s) to dashboard window that is displayed, select if the report is to be pinned to a new or existing dashboard.

Pinning Reports to a New Dashboard

  1. In the Pin report(s) to dashboard window, enter a Name for the dashboard.
  2. To pin the report to the new dashboard, click Save.
    The new dashboard is listed on the Dashboard Inventory page.
  3. To view the pinned report, click on the dashboard.
    The report is displayed on the dashboard.

Pinning Reports to an Existing dashboard

  1. In the Pin report(s) to dashboard window, select the dashboard from the options available in the dropdown.
  2. To pin the report to the selected dashboard, click Save.
    The report is displayed on the selected dashboard.

Cloning Reports

AppViewX’s report builder allows you to clone a report. You can clone a report to make modifications, display additional data, and create additional levels of drilldown if not available in the previous report. Instead of creating a second report from scratch, you can clone an existing report and make the necessary changes.

To clone a report:

  1. From the Reports :: Store page, select the report to be cloned.
  2. From the command bar, click Actions.
  3. From the list of available actions, select Clone.
  4. In the Clone report pop-up window, change the name of the report (if required) and click Save.
    The cloned report is added to the Reports :: My reports page.

Sharing Reports

Once a report is generated, it can be emailed either as inline content or as a PDF attachment to other users or user groups.
Note: For more information on sharing reports, click here.

Deleting Reports

AppViewX’s report builder also allows you to delete reports.

To delete a report:

  1. On the Reports :: My Reports page, select the report to be deleted.
  2. From the command bar, click Actions.
  3. From the list of available actions, select Delete.
  4. To delete the selected report, click Yes in the Confirm delete pop-up window.