When a Report Editor is creating or making modifications to a report, it can be helpful to periodically run the report after making changes to ensure that the result is in line with what the user is looking for.
This article will discuss how to preview a report while editing it.
When creating or modifying a report, a user with the Report Editor role assigned to them can run a preview of what the finished report will look like. This can be useful to ensure that any changes look and feel the way that the user wants them to before publishing the report for other users to consume.
How to Preview a Report
To preview a report, the user will navigate to the Preview tab in the Cosmos Report Editor.
This tab contains all the information that the user will need to run and download the preview.
Run Preview: The Run Preview button will run the report will the current set of filters. Once the report is done running, a new browser tab will open with the finished version of the report for the viewer to inspect.
Download Preview: The Download Preview button will download the last preview version that was run. The user will see the download in the browser and clicking on the file will open the preview version in Excel on the user's machine.
Setting Preview Filters
When the user navigates to the Preview tab, they will notice any Report Options that have been added to the report displayed below the Run Preview and Download Preview buttons.
Any default values set for the Report Options will automatically be set in the Preview tab. If the user wishes to run the preview version without using one of the filters, the user can click the Enabled toggle to disregard the Report Option; that report option will not be used when the preview run is generated.
The user can adjust any of the filters on the Preview tab based on standard filtering operations that are covered in more detail in the article here: Working with Filters.