Viewing Reports

Reports are available in most applications in Kahua. Most applications have built-in reports available. Users with the appropriate permissions can create new reports for themselves or to be used by others in the organization. For information on creating reports, refer to Creating ad hoc reports.

Reports can be viewed in the associated application, or from the Report Manager app. For more information on viewing reports in the Report Manager application, refer to View a report.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To view a report in an application, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the application for the report you want to run.

  3. Select Reports in the application title bar.

  4. Standard reports and reports that have been created by your organization with the report wizard will appear here. For more information on creating ad hoc reports with the report wizard, refer to Creating ad hoc reports.

  5. Select a report from the list.

  6. Depending on how the report was set up, you may be able to apply a filter to the report or select which projects to include in the report.

    • Reports that were created with the report wizard can be filtered by fields that are included in the report. If the field you want to filter by does not appear in the filter list, it must be added to the report. For more information on adding fields to reports created with the report wizard, refer to Creating ad hoc reports.

    • If the report is set up to do so, you can select one or more projects to report on. Only projects that are available at your current position in the hierarchy will be available for selection.

      Example If you have navigated to the Northeast division partition, only the projects in the Northeast division will be available for selection for the report. If you want to include all of your projects in the report, you must navigate to the domain level before running the report.

  7. To see the report in Kahua, click View. To download a version of the report without a preview, select Download. Different formats will be available in different applications, including PDF, CSV, and TXT.

  8. From the report view, you have several options for viewing or saving the report.

    • To open the report in PDF format or to download the report in CSV, XLSX, Data, or Data (no header row) format from this view, click the Download icon .

      Note The Download Data and Download Data (no header row) options may be preferable if there is a large amount of data in your report, as they bypass the report engine and reduce the chances of a timeout error.

    • To send the report to another Kahua user or group of Kahua users, click the Send icon .

    • To save the report in Kahua, select the Save to Kahua icon .

Note The error message "The report required excessive resources to execute" typically results from too much data being included in one report. If this is a multi-project report, consider reducing the number of projects included in the report.