Reports Tab

The Reports tab contains the ribbon menu associated with reports. Both reports created with third-party tools and ad-hoc reports are managed here.

If the user has created a report, the following options are available in the ribbon menu:

Save Options

	Save Report Select a format and save the report to Therefore™. Choose between PDF, Word, Excel, TIFF, and PowerPoint.
	Export Report Select a format and save the report to the local file system. The same formats as the ones listed under 'Save Report' can be chosen.
	Report Parameters Opens a dialog to change parameters for an ad-hoc report such as the instances used in the report and the start and end date. Once the settings are saved the report is recompiled.

Finding and viewing reports

Report definitions will be listed on the left panel while under the reports tab. Selecting a definition will display a list of available reports on the right pane.

Double-clicking a report on the list will open it in the Therefore™ Viewer. The most recent report can be quickly viewed by right-clicking on a report definition and selecting 'View Latest Report'.

Creating an ad-hoc report

1. Right-click on a report definition and select 'Create Ad-hoc Report'. The report preview will open in the Therefore™ Navigator's main pane.

2. Certain report parameters, such as the start and end dates and the ordering, can be changed by clicking on Report Parameters. The report will then be re-compiled.

3. The report can be saved to the local file system by clicking 'Export Report'. To save the report in Therefore™ and make it visible among the list of available reports, click 'Save Report' and choose the correct format. Some fields will be automatically filled in but can be changed if necessary. Click 'Save'.