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How to publish, save, or preview a report

Overview

Once you have completed setting up your report, you will want to preview and publish your view to be used elsewhere.

Instructions

Once you have completed setting up your report, click Preview or Save to see your filtered data.

Clicking Preview will run the report and let you scroll down to see the data preview.

Once you’re happy with your report, click save to save the configuration as you have it.

Once a report is saved, to publish your report click the Publish button. Each time you make updates to your report you will need to publish it again for changes to be reflected elsewhere.

The report must be published before you can use it within your reports. Once you have published the report, that will create a unique view that can be used in other areas of Alli or externally i.e. in Excel. 

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