Create report templates (Report Designer License required), run reports and share reports with your colleagues. Shared reports inherit the security context of the user running the report, ensuring that they see only the data they are supposed to.
|Private Host||Cloud – Hybrid Agent|
|Data Warehouse||Not Applicable|
|Dynamics GP 2013+||Available!|
|Dynamics SL 2011+||Available!|
|Dynamics NAV 2013+||Available!|
|Sage 100/300/500 SQL only||Available!|
|SAP Business One 9.0+||Available!|
Free training videos on Live Reporting are available on the Solver Academy!
In the Live Reporting screen you can see report templates created by you or shared with you by your colleagues. Report templates that have not been published, are displayed with the Draft status icon ().
If you want to refine the list, use the filter on the left side of the screen.
All reports uploaded to Live Reporting are considered reports and will not save back to the Solver Data Warehouse, even if they have budget settings. To use a budget report, please upload the report via the Budgeting menu.
Options in the Live Reporting screen
|Layout||Click one of these buttons to change the layout of the report template view.|
|Open||Click here to open and view the selected report template. Opening a report template also gives you access to options like sharing and archiving. See Open report template.|
|New||Click here to create a new report template. See Create report template.|
|Edit||Click here to edit the selected report template or package.|
|Duplicate||Click here to create a copy of the selected report template. See Duplicate report template.|
|Delete||Click here to delete the selected report templates and/or packages.|
|Publish||Click here to publish the report template. This options is only available if the report template is a draft. See Publish report template.|
|Categorize||Click this button to categorize the selected report templates. See Manage categories.|
|Add to package||Click here to add the selected report templates to a package. See Package reports.|
|Download||Click here to download the report template (for example as a backup).|
|Upload||Click here to upload a report template to the portal.|