Live Reporting

Live Reporting

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.

Latest Report Designer Setup

If Report Designer is not detected on your computer, you should be navigated to the download. However, if you are not, you can get the latest Report Designer download here.

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

Button	Name	Description
	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.
	Remove	Click here to remove the selected report template(s) from the application and move them to the Recycle bin for deletion. This will remove the template from the respective menu, any categories, packages and publisher jobs. It will not remove the template if it is associated to a Budget Flow (new feature as of April 2021) For instructions on completely removing a report, see Deleting Report
	Publish	Click here to publish the report template. This options is only available if the report template is a draft. See Publish report template. This option is available to Report Designers only
	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.

Deleting Reports

A report that is “Removed” is moved to the Recycle Bin, which appears at the bottom of your Live Reporting or Input Templates Categories listing. Items are moved to the recycle bin first, prior to being removed from the application to give users the option to confirm the removal of the report or to restore that report.

Click the Recycle Bin to view all reports that have been removed from the respective menu. In the popup that appears there is a listing of reports plus the following actions to choose from.

Options in the Live Reporting screen

Button	Name	Description
	Restore	Restore the selected report(s) to the Live Reporting or Input templates menu. The report must be re-added to any Publisher subscription, Category and/or Report Package that it once belonged to.
	Delete Forever	Deletes the selected report(s) from the Solver Cloud application. This is a permanent action and the report(s) cannot be recovered after deleting the report. Reports must be selected first
	Empty Recycle Bin	Empties the entire recycle bin. Unlike the Delete Forever option, no reports need to be selected to click this action.