The report action menu provides several functions for sharing and using reports. This article will explain the different options available in the menu

TABLE OF CONTENTS

• Overview 
• Favorite
• PDF
• CSV
• Share
• Action sub-menu

Overview 

The report action menu is located in the upper right corner of the main section of the report module when viewing a report:

Image 1: the view of a report open in the main section of the report module, with the action menu highlighted

Each item in the action menu is a button that, when pressed, performs a different action

Favorite

The first icon, the star, is the "Favorite" button. Pressing this will add the report to the "Favorite reports" section of the report sub-module section. Pressing it again will remove it from favorites. By default all reports are "unfavorited".

If the button is white with a purple star, the report has been favorited.

Image 2: The "favorite report" button, in the "favorited" state

If the button is purple with a white star, the report has NOT been favorited. 

Image 3: The "favorite report" button, in the "unfavorited" state

PDF

The PDF will create and download a PDF version of the current report you are viewing.

Image 4: The "create pdf" button

Image 5: an example of the pdf generated by the "create pdf" button on the report action menu

CSV

The CSV will create and download a CSV file of the underlying data that makes up the report you are currently viewing.

Image 6: The "create CSV" button

Share

The Share button is used to share the report with other members of your organization. 

Image 6: The "Share report" button

Action sub-menu

The action sub-menu button allows you to access additional actions not already present in the report action menu. 

Currently, there is only one additional action, duplicate report, which will create a copy of the report you are currently viewing. Future actions will be placed in this menu. 

Image 7: The "action sub-menu" button

Image 8: The action sub-menu button expanded