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Work with reports

Discover procedures for tasks that you may perform (e.g., create, export, schedule, etc.) as you work with standard and custom reports.

Discover procedures for tasks that you may perform (e.g., create, export, schedule, etc.) as you work with standard and custom reports. 

  • Run reports
    Learn how to run standard reports in WorldShare Reports and Report Designer.
  • Export reports
    Learn how to export reports.
  • Schedule reports
    Learn how to schedule and reschedule reports as well as how to retrieve them using various tools.
  • Modify reports
    Learn how to add and remove report objects from an existing report.
  • Save reports
    Learn how to save standard and custom reports.
  • Filter reports
    Learn how to put filters with input controls on a report.
  • Report variables
    Learn how to use report variables and objects to create reusable, predefined formulas in Report Designer.
  • Relative dates
    Learn how to apply relative dates to reports in Report Designer.
  • Print reports
    Learn how to print a standard or custom report in WorldShare Reports and Report Designer.
  • Prompt variants
    Learn how to create and save frequently-used responses to input prompts.