How to Download a Report in the EXECUTIONS tab
The EXECUTIONS dashboard stores all previously run Reports. If a copy of the data is needed for sharing, analysis, or record-keeping, users can download the executed Report directly from the list. The downloaded file includes the exact columns, filters, and data generated at the time of execution.
To download an executed Report directly from the EXECUTIONS list, follow these steps:
- After accessing Neostella, click the grid icon
, select the Cases workspace, navigate to Reports.
- In the EXECUTIONS list locate the Report to download and click the ellipsis icon
in the Actions column.
- Select
Download Report.
- Select the download format CSV or Excel.
- And click the SELECT CSV or SELECT XLSX button. The file is downloaded to your device.
Downloadable Excel files support up to 200000 rows.
10 STEPS
1.
After accessing Neostella, click the grid icon.
2.
Select the Cases workspace.
3. And
navigate to Reports.
4.
In the EXECUTIONS dashboard locate the Report to download,
5. And click the ellipsis icon in the
Actions column.
6. Then select the
Download Report
option.
7. In the displayed modal window, select the
download format: CSV or Excel.
8.
And then click the SELECT CSV or SELECT XLSX button.
9. The file is downloaded to your device.
10. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2682109/Cases----Report---EXECUTIONS---How-to-Download-a-Report-in-the-EXECUTIONS-List-?iframeHash=watchsteps-1&lang=en
How to Delete a Report in the EXECUTIONS tab
The EXECUTIONS list also allows users to remove executed Reports that are no longer needed. Deleting an execution only removes that specific result, the original Report template remains available in the REPORTS tab.
To delete an executed Report directly from the EXECUTIONS list, follow these steps:
- After accessing Neostella, click the grid icon, select the Cases workspace, navigate to Reports.
- In the EXECUTIONS list locate the Report to delete and click the ellipsis icon in the Actions column .
- Select
Delete Report.
- In the modal window, click YES, DELETE ITEM? to confirm the action. The executed report is deleted.
This action cannot be undone.
9 STEPS
1.
To delete executed Report, click the grid icon.
2. Select the
Cases workspace.
3. And navigate to
Reports.
4.
In the EXECUTIONS list locate the Report to delete.
5.
And click the ellipsis icon in the Actions column.
6. Then select the
Delete Report option.
7.
In the modal window, click YES, DELETE ITEM? to confirm the action.
8.
The executed Report is deleted successfully.
9. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2682113/Cases----Report---EXECUTIONS---How-to-Delete-a-Report-in-the-EXECUTIONS-List-?iframeHash=watchsteps-1&lang=en
How to Display the Reports Dashboard
- After accessing Neostella, click the grid icon, select the Cases workspace, navigate to Reports.
- In the EXECUTIONS list locate the Report to display and click its name. The Report Dashboard is displayed.
Click on the Data Visualization or the Data Table section header to collapse or expand that section as needed.
10 STEPS
1.
After accessing Neostella, click the grid icon.
2. Then select the
Cases workspace.
3. And navigate to
Reports.
4.
In the EXECUTIONS list locate the Report to display and click its name.
5. The Report Dashboard
is displayed.
6. Click
Data Visualization to
collapse this section.
7. Click
Data Visualization again
to expand this section.
8. Scroll down and click
Data Table
to
collapse this section.
9. Click
Data Table again
to expand this section.
10. That´s it.
Here's an interactive tutorial
https://www.iorad.com/player/2682127/Cases----Report---EXECUTIONS---How-to-Display--an-Executed-Report-Dashboard-?iframeHash=watchsteps-1&lang=en
