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Managing Existing Reports

Overview​

This guide will help you navigate and manage existing reports, including modifying charts and controls, applying filters, and exporting data.

Viewing Reports​

Basic Navigation​

  1. Click report name or preview icon in Report Listing
  2. View all visualizations and controls
  3. Adjust control values for filtering
  4. Check visualization count in top-left
Report Navigation
Basic navigation and viewing options in reports

View Options​

  • Table View: Access chart data in tabular format
  • Preview: Preview individual charts
  • Full Screen: Toggle full-screen mode
    • Exit using Esc key or button
View Options
Available view options and display settings

Data Operations​

  • Refresh: Update chart data
  • Export: Download as CSV/PDF
  • Download Report: Save as PDF
Data Operations
Data operation and export options

Editing Reports​

Chart Management​

  • Edit: Modify chart configurations
  • Move: Drag to reposition
  • Resize: Adjust dimensions
  • Duplicate: Create copies
  • Delete: Remove charts
Chart Management
Chart management and editing options

Layout Organization​

  • Arrange charts via drag-and-drop
  • Resize for optimal display
  • Monitor visualization count
Layout Organization
Layout and organization tools

Control Management​

  • Edit control settings
  • Delete unnecessary controls
  • Update control configurations

Additional Features​

Data Visualization​

  • Convert to table format
  • Preview changes
  • Refresh data
  • Export options

Report Export​

  • Download as PDF
  • Export individual charts
  • Save in various formats

Best Practices​

  • Regularly update data
  • Organize layout efficiently
  • Use appropriate view modes
  • Maintain control consistency