5.2. Report "Action" Menu

At the top of every report there are icons which enable users to create a live tile, save as a favourite, save as PDF or CSV, email report or schedule the report. Details of each action follow.

  • Users can add a unique name to their report so it is identified from the Favourites section.
  • Users can select/deselect columns they wish to add to their Favourite report.
csm_B.5.2_Report_Action_Menu_Add_to_Favorites_86a3c2518b

Save as PDF/Save as CSV

This option allows users to save the reports they currently have open in either a PDF or a CSV format.

Email

This option allows users to email the report instantly to any email address in either PDF or CSV format.