Enhanced interface

Run and format report output

You can run a variety of different report types directly from the Reports center, and format the output for viewing. You must have the proper permissions to view the data in any report.

The necessary permissions for viewing report data might differ based on the type of report, application, or custom report privileges.

Run a Reports center report

Subscription	General Ledger Interactive Custom Report Writer (for interactive custom reports)
Regional availability	All regions
User type	Business Admin Employee
Permissions	Reports: List, View, Run
Prerequisites	Access can vary depending on your organization's subscriptions and your permissions. The ability to drill down from report amounts to transactions is controlled by separate General Ledger permissions. Make sure that you have all necessary permissions when working with reports.

Go to Reports.
Select Reports center and go to the tab with the type of report you want to run: Favorites, All reports, Memorized, Scheduled, My reports, or Custom reports.
Optionally, choose an option in the View dropdown to limit the results to an application, Search for the report.
Select the report name to run the report. Provide any additional prompted information, such as the As of Date.

When you run a financial report, the date range preview appears to the right of the As of Date in a prompt. If the previewed date range is set to an As of Date that does not have a reporting period associated within the As of Date, the preview appears and Out of Range.

Adjust font size for viewing

To adjust the font size and line spacing when viewing a report, select Settings at the top-right corner of the report. There are three options, each with progressively larger font and spacing. Select the desired option and selection is remembered until you change it again.

Small: Select to view the most information per report page. This is the default when you first open a report.
Medium: Select to display a larger font size and more spacing between lines.
Large: Select to display the largest available font size and spacing for the report.

This feature is not available for interactive custom reports because the report layout is set by the user when the report was created. For more information, see Format options in ICRW

Choose an output format

You can view and output your report in a variety of formats. Graphs require a few prerequisite steps to ensure that the output is possible.

Report output formats
Format	Description
HTML	HTML is the most common format. The report is displayed in a new window in your browser and retains the ability to drill down on select fields.
Printable	The printable view option displays the report in an Adobe® Acrobat file. This is a good option if you want to print the report or share it in a locked format. You cannot drill down on any fields in a printable report.
Word	When you choose to view your report in Word, you receive a prompt to download or open a dynamically created Microsoft® Word document. You might want to choose a word document if you’re going to incorporate the data from the report into another Word or word-processing document such as an annual report.
Graph	Choosing graph generates a chart that's displayed in a new browser window. The chart format is based on the parameters that you chose in the Define Chart Output step of the custom report writer. A print button is included in the chart to make printing the chart quick and easy. A chart can be useful when you want a visual snapshot of your report.
CSV	CSV stands for Comma Separated Values. The CSV format is often used to get data in and out of flat file databases and can be a useful development tool. It's heavily dependent on the order of the fields.
Excel	Excel is becoming an industry standard for analyzing tables of data. Exporting to Excel provides you with an organized accessible format for additional number crunching.
Text	When you export a report to text, the report information appears on the page instead of being presented as a file you download. Use the Copy and Paste feature on your local machine to copy the text and save it as the file type you choose.
XSD	XSD stands for XML Schema Definition. It specifies how to describe the elements in an Extensible Markup Language (XML) document. This description can be used to verify that each item of content in a document adheres to the description of the element in which the content is to be placed. An XSD represents the interrelationship between the attributes and elements of an XML object. Although this file does not contain the actual data of your report, viewing the XSD file for your report can be invaluable when developing integration tools for external systems.
XML	XML stands for Extensible Markup Language and is the main format used for communicating data between the data server, the web server, and your interface. The XML version of your report can be used to communicate structured data to an Internet or intranet page or to communicate with another application that uses XML.

Changes to Microsoft security can cause issues when exporting to Excel. See Can't export a report to Excel for details.