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View a standard report

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Learn how to navigate a standard report in WorldShare Reports in Power BI

Standard report screen

After being run, every standard report page contains five key areas.

Screenshot of a standard report interface in WorldShare Reports in Power BI

1. Navigation

The navigation contains an All Reports link, which returns you to the All reports screen, and the title of the currently open report.

2. Favorite

You can favorite or unfavorite a report from the standard reports screen by clicking the star.

  • Favorited reports have a solid star (Screenshot of the Favorites button, selected, in WorldShare Reports in Power BI) and appear at the top of the All reports table.
  • Unfavorited reports have star outline (Screenshot of the Favorites button, deselected, in WorldShare Reports in Power BI).

3. Report toolbar

In addition to displaying the Last data refresh date, the report toolbar contains the following:

Item Format Description
File Menu The File menu allows you to:
  • Export the report
  • Print the report
  • View the report's properties - To view a report's properties, click File > Properties. The Properties dialog opens and contains the:
    • Report name
    • Description
    • Keywords
    • Sharing permissions
    • Your institution
Bookmarks Menu The Bookmarks menu allows you to bookmark a view of the report.
Reset to default Button After adjusting the filters, click the Reset to default button to reset the report to its default settings.

4. Report visuals

Each standard report contains one or more visuals. A menu with one or more of the following buttons will appear when you hover over a visual.

Standard report visual menu - Image
Screenshot of a visual in a standard report with the hover menu visible in WorldShare Reports in Power BI

 

Filters and slicers affecting this visual button

Click the Filters and slicers affecting this visual button (Screenshot of the Filters and slicers affecting this visual button in WorldShare Reports in Power BI) to view the filters and slicers generating the visual. The filters and slicers listed in the dialog are not editable.

Focus mode button

Click the Focus mode button (Screenshot of the Focus mode button in WorldShare Reports in Power BI) to view and interact with the visual on its own screen. The Filters and slicers affecting this visual and More options buttons appear on this screen.

Click Back to report above the isolated visual to return to the report screen.

More options button

Click the More options button (Screenshot of the More options button in WorldShare Reports in Power BI) to view the More options pop-up menu. One or more of the following options appear in the pop-up menu depending on the visual you've selected.

  • Export data - Click to export data from the visual.
  • Show as a table - Click to present the visual data in a table.
    • If selected, the visual and table will display together on a new screen.
    • Click Back to report above the visual to return to the report screen.
  • Spotlight - Click to highlight the visual, which causes the other visuals in the report to fade to near transparency.
  • Get insights - Do not use.
  • Sort axis - Hover over this option to view the default filter and sort affecting this visual.
    • The default filter or slicer will have a checkmark before it. Click a different filter or slicer to change the visual.
    • The default sort method will have a checkmark before it. Click a different sort method to change the visual.

5. Report filters

You can adjust the filters in a report to change the report visuals.