When you open a report, it appears with a variety of
criteria panels at the top of the screen. By using the criteria panels, you can
look at your data from multiple angles. The available criteria panels depend on
the type of report that you select. A basic report in the SMS is broken up into
two parts:
- Criteria panels. This section is at the top of the screen. You can use it to filter and perform other options on a report. For example, you can use the Report Options to choose a chart type and classification label, determine the number of data to include, upload your company logo, and select a color and font as the report style.
- Generated report. This section shows the report itself. What is visible depends on the construction of the report and what you have permission to see in the SMS. The report is then ready for instant viewing using a built-in viewer component on the screen, printing, and saving/exporting to other popular document formats like DOCX, PDF, HTML, RTF, XLS, ODT, CSV, or XML.