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HTML Viewer

HTML Viewer

When you run an ad hoc or Smart report, it opens in the HTML Viewer. For standard reports, select View > HTML on the Report Delivery Options page to view the report in HTML format.

HTML Viewer Overview

The HTML Viewer provides a clean interface with the following three main areas:

  • Toolbar (top): Includes buttons for navigation, refresh, email, collaboration, print, export, publish, and alerts.

  • Explore pane (left): Displays Table of Contents (TOC) and alerts (collapsed by default).

  • Page area (right): Displays report content.

Tip
The first page loads immediately. For long reports, subsequent pages load in the background. The text box on the toolbar shows the current page followed by a + sign while pages are loading. Once the report fully loads, the + disappears.

Navigating Reports

Use the navigation buttons on the toolbar to move between pages:

  • First page

  • Previous page

  • Next page

  • Last page

To go to a specific page, enter the page number in the text box and press Enter.

Drilldown and Hyperlinked Navigation

When you click a hyperlink in the report, the Report Navigation Panel opens. Use it to:

  • Return to parent reports.

  • Navigate between opened reports.

  • Reopen previously drilled-down reports.

The panel is not shown if the linked report opens in a new window.

Table of Contents

Click the TOC button to display the Table of Contents pane. It shows a tree structure of grouped data (e.g., by department or region). Click a node to navigate to that section.

Refreshing Reports

Click Refresh to reload the report with the latest data.

Post-View Operations

After viewing a report, you can perform the following actions using the toolbar buttons.

Collaborate

Use the Add Comment, View Comments, and Set Approval Status buttons to collaborate on reports. For details, see the Report Collaboration section.

Email Report

To email a report:

  1. Click Email on the toolbar.

  2. Choose Link to send a report link or Attachment to send the report file.

  3. Select report format and destination folder.

  4. Specify recipients (To, CC), subject, and message.

  5. Optionally, select Include Comments to send comments with the report.

  6. Click Email.

Upload Report

To upload a report to an FTP server or shared folder:

  1. Click Upload.

  2. Select report format and upload type (FTP or Shared Folder).

  3. Provide destination details such as server name, port, credentials, and file name.

  4. Click Upload Report.

Note
For FTP, additional options like passive mode and secure transfer are available.

Print Report

Click Print to open the Print at Server dialog. Choose to download or directly print the report. Click Print to confirm.

Publish Report

To publish a report:

  1. Click Publish.

  2. Enter a report name and select a destination folder.

  3. Optionally, set an expiration date.

  4. Choose the format and publish options.

  5. Select Public or Private visibility.

  6. Click Publish.

Note
If the report is part of an approval workflow, publishing will require approval before making it public.

Export Report

You can export reports to the following formats:

  • Microsoft Excel

  • Acrobat PDF

  • CSV

  • Text

  • Microsoft Word

  • Microsoft PowerPoint

Click the corresponding export icon or use the Export button to open the Export Options dialog. Select the desired format and settings, then click Export.

Viewing Report Alerts

If alerts are configured in a report, an alert icon blinks on the toolbar when conditions are met.

Viewing Alerts

  1. Click the Alert icon to open the Alerts pane.

  2. The pane lists alert titles and short messages.

  3. Click View Detail to open the alert in a separate window.

In the alert window, you can:

  • Click Mail to send the alert.

  • Use navigation arrows to move between alerts.

  • Minimize, maximize, restore, or close the window.

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