Viewing Report Results in WebReports

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Article Goal

Learn how to execute a report and view results directly within WebReports using the available output options.

What is Report Execution?

WebReports allows users to execute reports directly from the Available Reports page and view results within the browser.

Depending on how the report was designed, one or more of the following output options may be available:

• Detail Grid
• Summary Grid
• Finished Report
• Visualize

These output options allow users to review report results without downloading or exporting the report.

Available Output Types

Detail Grid

Displays detailed report results at the record level.

Use Detail Grid when you need to review individual records or transactions returned by the report.

Summary Grid

Displays summarized or grouped report results.

Use Summary Grid when you want to review totals, counts, or aggregated data.

Finished Report

Displays the finished report output as designed by the report developer.

Use Finished Report when you want to view the report in its final presentation format.

Visualize

Displays charts, dashboards, and visual report elements.

Use Visualize when graphical analysis of the report data is preferred.

Accessing Report Results

1. Sign in to WebReports.
2. Select Reports.
3. Click Available.
4. Select the report you want to execute.
5. Choose one of the available output options:
   • Detail Grid
   • Summary Grid
   • Finished Report
   • Visualize

Entering Parameters

If the report contains parameters, you will be prompted to enter the required values before execution.

After entering the parameter values, click Finish to execute the report.

Switching Between Output Types

Once the report has been executed, users can switch between available output types without re-running the report.

For example, a user may:

1. Execute the report using Detail Grid.
2. Review the detailed results.
3. Switch to Summary Grid.
4. Open the Visualize view.

This allows users to analyze the same report data in different formats.

Viewing Results vs Downloading Reports

Viewing report results is different from downloading or queueing a report.

For more information, see:

• Downloading Reports in WebReports
• Queueing Reports in WebReports
• Working with Completed Reports in WebReports

Best Practices

• Use Detail Grid when reviewing record-level data.
• Use Summary Grid when reviewing aggregated information.
• Use Finished Report for presentation-ready output.
• Use Visualize when charts or dashboards provide better insight.
• Review report parameters carefully before execution.

Article Summary

WebReports allows users to execute reports directly in the browser and view results using Detail Grid, Summary Grid, Finished Report, or Visualize output types. This provides quick access to report data without requiring report downloads or exports.